Leverage Consulting offers fee-only personal financial advice.
Fee-only advice is the only advice that is 100% objective and always puts your interests first.
I have no connections with any financial institutions of any kind, i.e., my advice is 100% my advice. There is good and bad with that; the good: as mentioned above there is outside influence on my advice; the bad: I don't physically manage your money. So, you still have to physically manage your accounts, but I can also help you with that.
I have found that most individuals just need help with their IRAs, 401ks, or Rollovers. These accounts are so easy to manage yourself if you know what to buy. That is where Leverage Consulting comes in; I will help you put together a portfolio of funds based on your individual needs. You can either use my blog postings as your guide (and read a few books, etc.) or you can utilize my expertise to help. Either way, when you take control of your finances my goal has been met.
My fees are based upon your needs and 100% individualistic to your situation. Email me at: jw@leverage-consulting.com for more information.
Leverage Consulting also offers small business consulting.
This is an area that is highly-undefined. I can help you with everything from business plans to transitional strategy for existing businesses. Every business has unique goals and one of my goals is to help you get to your goals. Email me to discuss your situation and together we can decide where Leverage Consulting fits in.
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