Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

For Advisors

Industry Consulting

Industry consulting services are billed at $350 per hour. Let’s discuss how you can use my experience to help you with your financial planning process, investment decision-making, or career path.

For do-it-yourself investors, please see The One Day Financial Review.

Financial Planning Template

Later this year, I’ll be releasing a financial planning template for advisors.

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Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.