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Steve Z. | Elance
 
176985602337900
Last Sign-in: Jul 29, 2015

Steve Z.

Helping with Budgets and Financial Issues
   United States
  |   Huntington Woods, MI

Overview

Minimum Hourly Rate $110

I specialize in evaluating investments and financial situations from an economic viewpoint. Most investments are already legal and projections hypothetical. Determining whether a particular opportunity fits your personal situation takes a unique generalist that can read between the lines and understands your needs and goals. This can apply to budgeting, divorce, investments, retirement plans, educational funding, real estate, etc. I do not know everything and nothing is so guaranteed. But together we can reach wise and timely decisions...

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Skills (5)

Tested
Certified Financial Planner
Certified Paralegal
Economics and Business Administration from Hillsdale College
Common Sense
Good personality

Service Description

I sell only my advice on a fee for service basis. I do not share in commissions nor sell products. I generally charge a small retainer of 20-30% with monthly billings. Asset management is billed quarterly at the end of each quarter and based upon a small percentage determined by size of account.

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Education

Hillsdale College
Economics and Business Administration
-
Overview  |  Job History  |  Resume/C.V.

Keywords

budgets
financial
fee-only
divorce
investments
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time2act
Type
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Member Since
June 2012
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Steve Z. | Elance

Steve Z.