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Financial advisor for general financial planning, insurance review - Crystal River, FL, United States - beBee Handyman
Description
Hello,There are some specific topics that need to be planned for in Crystal River, FL.
- Transition to self-employment
- Transfer of assets from the UK
- Transfer of income from the UK
- Buying a house
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? Senior level/management.
- What is your annual income? More than 75,000 euros per year.
- What type of financial assistance or planning do you need from the advisor? General financial planning, life insurance review, investment analysis and advice, tax planning, tax return preparation, estate planning, home purchase.
- Where do you want to receive the service from the advisor? At the client's location, at the advisor's office, online or by phone.
- Indicate the date or approximate dates to start In the next few days.
- Preferred schedule All day.
