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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.
What makes Union Hill Different? (Click here)
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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. Most active traders lose. I can provide discipline and logic to your portfolio.
If you’re ready to move away from your broker and invest with a consistent purpose, 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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