We work virtually with clients all over the United States
Online Financial Advisor
We provide online financial advisor services for an hourly or project financial plan rate. Through GoTo Meetings, email, and phone consultations we can help people all over the world define the things in life which take both money and planning to achieve, then design a financial plan to help them achieve everything within reach of their finances.
- When can I retire? Should I wait a year longer?
- How much money should I be saving?
- How should I invest my 401k? Should I combine my IRA with my 401k?
- Should I do an IRA conversion to a ROTH IRA?
- When should I claim my Social Security benefits?
- How will I get a retirement paycheck from my investments?
- and on and on . . .
Here’s how our online financial advisor services work:
1. Give us a call 702.987.1607 and we’ll email you our hourly engagement agreement. Simply sign and scan/fax/email back to us.
2. We’ll schedule your hourly financial consultation.
3. At your scheduled planning meeting we’ll send a link to join us on GoTo Meeting! It’s that simple!
We’ll mold and tweak and shape your financial plan online, using every bit of our skill and experience to show you how to accomplish your financial goals.
Call Us! 702-987-1607
If an hourly financial consultation makes sense for you and you’re not local in Las Vegas give our online financial advisor services a try!