During a consultation, MYRA Advisors - all CFP® professionals - can help with most personal finance questions you have. This could pertain to education planning, insurance, investments, taxes, or budgeting - just to name a few!
Here are some sample areas that we often help with:
Planning for investment taxes
Determining asset allocation and portfolio diversification needs
New employer health insurance review
Disability Insurance needs analysis
Life insurance needs analysis
Education funding analysis
Tax consequences of property transactions
Charitable/philanthropic contributions and deductions
Buy vs. Lease a Car decision
Buy vs. Rent a Home decision
Employee benefits selection
Tax-advantaged retirement plans
MYRA offers a one-time consult call option, or an ongoing subscription for unlimited meetings with a MYRA Advisor (a CFP®). Check out more information about our services or email us for more information.