Financial Planning
This service is ideal for couples and households that need a unified financial plan that focuses on your Retirement and Tax and Estate Plans, including;
Specific Projects
$250 (Single)
$400 (Couple)
Cashflow & Debt Management
Financial Analysis
Retirement Planning
Insurance Risk Protection/Intergeneration wealth creation
Wealth/Investment Planning
Tax & Strategic Planning
Estate & Philanthropy Planning
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The Six Key Components of Financial Planning
1.Financial management: Mastering financial, economic and cash flow/ debt management concepts.
4.Retirement income planning: Performing retirement needs analyses, evaluating retirement income plans, and understanding the integration and timing of pensions and assets at retirement.
6.Estate planning: The preparation of tasks and/or documents that serve to manage your financial picture in the event of your death or incapacity.
5.Insurance and risk management: Evaluation of risk and assessing different types of insurance, from life to disability to health.
2.Investment planning: Building a portfolio, including different investment vehicles, diversification and risk management.
3.Tax & savings planning: Ensure that all aspects of your planning work together to reduce your overall tax bill, and create a savings plan to comply with tax legislation and minimize your own personal taxes.