Portfolio management is only half of my offering. Advice is invaluable. By acting as your Personal CFO, I can increase your odds of success by using my DataDriven Process to help you make better financial decisions.
Typical questions include:
How much money do I need to comfortably retire?
How much money should I have in U.S. stocks?
How much risk am I taking in my portfolio?
What type of mortgage best meets my needs?
Should I be paying off my mortgage or not?
How should I finance my next car?
How should I finance my home improvement project?
Is there a better way to finance my debts?
What is the best social security strategy for me?
What should I do with my annuities?
Should I be pulling money from my IRA or after-tax account?