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Topic Survey

Which of the following subjects would you like to see me talk about in an upcoming video?

Rank from 1 (least interested) to 5 (most interested)

Difference between Traditional and Roth retirement accounts
Mutual Funds vs ETFs vs Individual Stocks as investment vehicles
Asset classes and Diversification (Large vs Small stocks, US vs International, Bonds, Gold, Alternatives)
Why Perfetta believes in stocks as the greatest wealth-builder for long-term investors
How to think about risk and which model allocation do I choose? Should it always be the same, or should I change it throughout my lifetime?
Would you attend a live webinar through Zoom or phone where I answer financial questions from clients or show financial planning techiniques? If so, what time usually works best for your schedule?
Tuesday, Wed, or Thurs mornings at 8:30am
Tuesday, Wed, or Thurs lunchtime at 1:00pm
Tuesday, Wed, or Thurs evening at 7:00pm
I wouldn't be interested in attending a live call
Man Walking in Fields

Welcome Home!

All your client portals in one place.

As a central part of our core values, a path to your goals starts with knowing where you are, and where you want to be in the future. Our personal financial portal helps you see a 360 degree view of your financial life.

Perfetta Brochures

Get a deep dive look into what we do here at Perfetta with these downloadable brochures. Here you will find the Legal explanations and descriptions for Perfetta Capital LLC.

Client Links

Use the Portals for your money below. You can access them at anytime to check on your accounts.

For more info call: 

404-983-8099

Or send us an email: 

michael@perfettacapital.com

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