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© 2022 by RINO INVEST LLC
Set Goals based on current income
Financial Math: Calculate path to reach goals
Assess Risk Level Tolerance
Portfolio Consulting & Rebalancing
Routine Benchmark of Progress towards goals
($99/Hour, Tax included)
A typical fee approach for clients seeking a one-time consulting engagement.
Acquire Bank Statement’s or Proof of Funds.
Assess Cash on Cash return and Gross Equity Income with tax savings.
Once the assessment is complete, create a pro forma and enter into a JV agreement.
RINO INVEST Property Management will manage the execution of the pro forma.
Matt Pettit serves as the Chief Investment Officer of RINO INVEST. He is a 2015 Graduate of Wofford College with a degree in Accounting. He also serves his country as a Captain in the United States Army Reserve.