Annual Retirement Accounts Review
The target market for this is someone who has some accounts they own, but either they don’t understand them, don’t trust them, or just want someone else to kick the tires on them and tell them what’s up. The inspiration of this service was someone came to me stressed about an account they had purchased from a financial advisor and not only did they not understand it, but they had no idea what they were allowed to do with the money.
You can choose 1, 2, or 3 accounts. Usually people have 1 account that’s really bothering them.
Also, the idea here is that I don’t really want to be an “assets under management” financial advisor. So the hope is this could replace the need to pay someone 1% of your assets every year. Just use this when you need a check up. Won’t be every year.
The target market for this is someone who has some accounts they own, but either they don’t understand them, don’t trust them, or just want someone else to kick the tires on them and tell them what’s up. The inspiration of this service was someone came to me stressed about an account they had purchased from a financial advisor and not only did they not understand it, but they had no idea what they were allowed to do with the money.
You can choose 1, 2, or 3 accounts. Usually people have 1 account that’s really bothering them.
Also, the idea here is that I don’t really want to be an “assets under management” financial advisor. So the hope is this could replace the need to pay someone 1% of your assets every year. Just use this when you need a check up. Won’t be every year.
The target market for this is someone who has some accounts they own, but either they don’t understand them, don’t trust them, or just want someone else to kick the tires on them and tell them what’s up. The inspiration of this service was someone came to me stressed about an account they had purchased from a financial advisor and not only did they not understand it, but they had no idea what they were allowed to do with the money.
You can choose 1, 2, or 3 accounts. Usually people have 1 account that’s really bothering them.
Also, the idea here is that I don’t really want to be an “assets under management” financial advisor. So the hope is this could replace the need to pay someone 1% of your assets every year. Just use this when you need a check up. Won’t be every year.
We will review the accounts and help you understand what they are, what the risks are, what the fees are, etc…