For those who already work with a financial advisor, an hourly consultation can be a great way to get a second opinion on the advice and account management you are already receiving.

At Lorintine Capital, our main business model is to manage client accounts for a monthly fee. However, we also offer hourly advice to DIY investors who prefer professional advice and / or a second opinion while maintaining control of their own accounts. By offering both service models, we can help a wider segment of the population who can receive professional advice in different ways.

There are a number of important decisions we must all make in order to maximize the chances of meeting our long-term financial goals. Below are some questions you need to answer for advice.

  1. Should I pay off debts or invest?

  2. Should I contribute to traditional or Roth accounts?

  3. Which investments should I choose in my 401k?

  4. Should I rent or buy a house and how much can I afford?

  5. Should I buy or lease a car and how much can I afford?

  6. How much should I keep in cash and where should I keep it?

  7. How much of my portfolio should I use for trading or investing?

  8. Should I buy and hold or try to beat the market?

  9. How much do I have to retire and how long will it take to get there?

  10. Should I invest in real estate and other alternatives?

  11. What types and amounts of insurance do I really need?

  12. Are pensions a good idea for me?

  13. What employee benefits should I register for at work?

  14. How should I save for my child’s college?

  15. How often should I rebalance my portfolio?

  16. When should I apply for social security?

  17. Do i need a will? A promise?

  18. How should I name my account users?

  19. Which strategies can help to minimize my taxes?

  20. Should I convert my IRA to a Roth?

Every day at Lorintine Capital, Chris Welsh and I help clients make informed financial decisions that are tailored to their specific situation and go well beyond investing. If you would like to have a conversation with one of us, please send an email to [email protected] Our assistant Meagan will endeavor to coordinate a time for a no-obligation 15-minute call.

Jesse Blom is a licensed investment advisor and vice president of Lorintine Capital, LP. He is advising clients in the US and around the world on the plant. Jesse has been in the financial services industry since 2008 and is a CERTIFIED FINANCIAL PLANNER ™ Professional. Working with a CFP® expert is the highest standard for advice on financial planning. Jesse holds a BS in Finance from Oral Roberts University.


Please enter your comment!
Please enter your name here