Mike Dayoub
Union Hill Financial Planning
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Fee Only Financial Planner
Offering advice since: 2008
Areas of expertise:
- Business planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Mike Dayoub:
* MBA focused in Finance, Georgia State University.
* Certificant CFP Education Program,
* College For Financial Planning
* NAPFA member
* FPA member
I offer comprehensive financial planning and budget help. It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals.
My tax preparation background helps consider the tax impact of investment decisions. My past experience in high tech has made me skilled in stock option and employee stock purchase strategies.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Not specified
Education:
Not specified
Will provide references upon request?
Yes
Further information about Union Hill Financial Planning:
(Size of firm: 0-9 advisors)
Fee Only Comprehensive Financial Planning, Portfolio Management, College Planning, Retirement Planning & Distribution Rules, Estate Plannning, Taxes, Employee Stock Options and Employee Stock Purchase Plans.
I do not earn or accept commissions. This means unbiased FEE-ONLY advice.
I do not take custody of assets under management. Clients retain ownership with SIPC protection at Scottrade or other SIPC insured brokers, using advisor-accessed accounts.
Initial consultations are free. No billing without signed client agreement for services.
Contact Information for Mike Dayoub
Phone: (770) 361-3139
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Address for Mike Dayoub:
2625 Bethany Creek Ct.
Milton, GA, 30009
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