facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Sample Consultation Topics

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
  • Debt management
  • 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 our products: https://myrawealth.com/products