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Comprehensive financial planning process

Comprehensive financial planning is a lifetime process that requires a unique plan for your specific needs. We will take time to know you personally: your life goals, your concerns, your priorities, and your dreams. We help you move toward the life goals you value. In the comprehensive financial planning process, we will:

  • Understand your concerns, priorities, and current situation
  • Identify and establishing your financial goals and life dreams
  • Identify your capital needs to achieve your goals
  • Identify potential risks pertaining to your financial, legal, inflation, life style and tax liability
  • Analyze Cash flow and budget setting
  • Strategize Tax Liability & Asset Positioning Planning
  • Manage Debts & Explore alternatives and options
  • Analyze Real Estate Holding
  • Analyze Current Insurance Portfolio Holding
  • Investment Strategy Planning
  • Determine Retirement Income need and growth projection
  • Education funding strategy
  • Estate planning
  • Business Consulting including Business Entity Holding & Succession plan
  • Corporate/Employee Benefit
  • Philanthropy Planning
  • Implementation customized insurance & investment portfolio based on your goals
  • Quarterly or Annual review(Amend the plan if your circumstance changes)