Our Clients Satisfication
Is Our Goal
     
 
  4 step planning process:
  • Initial Discussion
  • Financial Analysis
  • Recommendation
  • Implementation
 
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Plan

Agenda of our discussions will cover:
 
  • Education on the priority of planning
  • Calculationof total financial needs
  • Quantifying existing financial plans
  • Calculation on the shortfall of planning
  • Recommendingsuitable financial products to meet the shortfalls

Our discussion will always be educational with quantifiable and qualifable data.