Union Hill Financial

Michael Dayoub, CFP®

 

Michael Dayoub, CFP®    

An independent fee-only financial planner in Milton, GA.

Your best value in personal financial management in North Atlanta and North Georgia.  Your goals combined with my guidance and access to no-commission insurance, annuities and smarter investments.

 

Help with your investments

 

I can provide discipline and logic to your portfolio.  All my advice is tax-aware.

I provide one-time advice or ongoing management.

I want you to invest with a consistent purpose, whether it’s in your retirement accounts or other accounts.   If you need to move from your old advisor, 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.

Help with your plans and decisions

 

Maybe you need help on just one question.  Or many.

 

When can you retire?

Are you paying too much in taxes?

Convert your 401(k) or IRA to a Roth?

How will you pay for college?

How can you help care your parents?

Should you delay your Social Security or pension?

Lump sum?

 

 

 

No Surprises

 

The first meeting is always free.  We’ll agree to a price before the work is started.   We sign a Client Service Agreement which details the work, due dates, and billing schedule.  Billing is usually done by quarter — on client satisfaction —  and client has the option to terminate at any time.     More details here.

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Check out my Blog for my view on many investing and financial planning topics.