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Financial advisor for retirement planning, tax planning, and funds - Hills, IA, United States - beBee Handyman
Description
Good morning. I would need information and advice to see the best way to withdraw a pension plan with the least impact on tax payments, and consider opening an investment fund to deduct at least from the profits. Thank you.- How do you feel about managing and organizing your finances? I am not comfortable with my finances
- What stage are you at in your professional career? Retirement is approaching
- What are your annual income? Between 35,000 and 50,000 euros per year
- What type of financial assistance or planning do you need from the advisor? Retirement planning, tax planning, investment funds
- Where do you want to receive the service from the advisor? At the advisor's office
- Indicate the date or approximate dates to start Within 1 month or more
- Preferred schedule Morning (08:00 - 12:00)
