Every client is unique. We offer integrated financial advice based on your unique situation. We are not tied to specific products - so you can be assured of unbiased, and individualized advice.
Here is how it works:
1. Submit the flat fee of US$99 (PayPal also accepted).
2. Email your question (stock, bond, ETF, portfolio, etc) to us at
3. Your answer and advice will arrive soon.
Chartered Financial Analyst (CFA)
Certified Management Accountant (CMA)
Other services include Research, Data Analysis, Business Plans, Financial Statements and Projections at US$99/Hour.
** All proceed from this website is donated to
SLE LUPUS Foundation of New York
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