Financial advisor for general financial planning, planning - Laurelville, OH, United States - beBee Handyman

Description

Hello there,

I am looking to manage my current finances with the tax authorities and abroad as I work in London. I would like to find a way to regulate this. Additionally, I am interested in investing my savings, so I need assistance or preferably someone to take care of this for me. I would also like to inquire about life insurance, mortgages, and loans. All of this is to create and stabilize my financial situation.

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?

Mid-level.

What are your annual income?

Between 25,000 and 35,000 euros per year.

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

General financial planning, retirement planning, life insurance review, investment analysis and advice, tax planning, tax return filing, estate planning, investment funds, home purchase.

Where do you want to receive the service from the advisor?

Online service only (not in person).

Indicate the date or approximate dates to start.

In the next few days.

Preferred