DONRO Financial  

8 Key Questions

  1. How do I balance my investment portfolio?

  2. How do I maximize tax efficiency?

  3. How much can I afford to spend?

  4. Is my estate set up properly for intended transition?

  5. Am I paying the appropriate amount for my assets to be managed?

  6. Are my banking charges and other fees appropriate for the services received?

  7. Are some of the investment suggestions I receive from sales people, friends and family appropriate for my circumstances?

  8. Can I receive independent medical advice to assist in Lifestyle Management such as weight loss, aging, medication balance, etc?
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