Financial advisor for wealth planning - Rutland, IL, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I am looking for advice on how to buy a house and get rid of the one I currently have in Rutland, IL. The neighborhood is problematic and I want to move to a different house, but I have a mortgage that is higher than the value of the property because I bought it during the real estate boom. I feel trapped and forced to live in a house I don't want because of the mortgage. I would like to know if I have any options and how I should proceed.

  • 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?
  • I am approaching retirement.

  • What is your annual income?
  • Between 18,000 and 25,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • Estate planning.

  • Where would you like to receive the service from the advisor?
  • At the advisor's office.

  • Indicate the approximate date(s) to start
  • I am flexible.

  • Preferred schedule
  • Afternoon (3:00 PM

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