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