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Union Hill Financial Planning |
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Union Hill Financial Planning is your best value in personal financial management in North Fulton. Your personalized goals, combined with my guidance and access to no-commission insurance, annuities and low-cost investments.
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Mike Dayoub 2625 Bethany Creek Ct. Milton, GA 30009 |
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Help with your investments
I’m for keeping it simple. The more you trade, the more you lose. You probably don’t need to place your assets under my management. All you need is help setting up a rational allocation for your timeframe and risk profile.
If you’re ready to move away from your broker and get some sanity to your portfolio, I’ll make it painless for you to move to ScotTrade where you have control over your holdings and I can use ScotTrade Advisor Services to monitor.
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Help with your decisions
If you already have an advisor or you’re a DIY (Do it Yourself) then maybe you need help on just one question.
Convert your 401(k) or IRA to a Roth? How will you pay for college? Need budget help? How can you help care your parents? When can you retire? Are you paying too much in taxes?
We’ll agree to a price before the work is started.
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