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Lyubomyr Ostapiv

MBA

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Contact Information

Wilmington, DE

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

OUR KEY SERVICES:

Financial independence plan plus 1-year road implementation map

Strategic assets allocation.

Investment selection. (usually low cost index funds)

Asset accounting. Performance analysis

OUR ADDITIONAL SERVICES:

Money transfer support

Tax savings

Behavioral сoaching for investing decisions

Estate planning

Learning by вoing

Short Term сashflow

Health & Insurance

Money & Happiness

Typical Fee (Computed Monthly)*

$367

Fee Models
  • Annual:

    $4,400+/yr

  • Hourly:

    $250/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Immigrants

  • Technology Professionals

  • Families with Children

  • Educators

  • Photographers

Areas Of Specialization
  • Investments

  • Retirement

  • Budgeting

  • Tax Strategies

  • Home Purchase

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.