Financial Planning & Business Opportunity

---

The Financial Needs Analysis (FNA) aims to find the client's needs and map them with appropriate strategies & solutions for the individual families.

We provide Solutions to our clients based on three (3) things

• 1. Need or Purpose
• 2. Risk-Appetite 
• 3. Time-Horizon

By the   end of the exercise, you will have the clarity on the following

1. Risk and   Compliance issues to your existing Investments
2. If any Tax   Implications Now, during Retirement, and Legacy Transfer of Assets
3. Are you properly diversified? Are you getting the right Rate of Return?
4. What are your financial goals between now and the rest of your life?
5. Are you on Track to meet your financial goals?    

• By giving a Business Opportunity to the clients to build their family Wealth and Developing Entrepreneurs 

• Estate Planning - Will & Trust-Must required for every family
• Portfolio diversification & Tax optimization
• Life Insurance with wealth-building planning
• Down market protection
• Kids college planning
• Retirement planning
• Long-Term Care Planning & Living Benefits
• Legacy asset transfers to the generations
• Real Estate Investments & Land banking parcels

What do you do?

• We help build Financial Agencies / Distribution Outlets

What do you mean by that?

• We provide a vehicle and training platform for people to build their businesses in the Financial Services Industry

Who is your company?

• We work with many companies from the marketplace, and most of them are Fortune 500 companies

What else do you do? 

• We help people with their finances
• We teach financial concepts on how money works for them
• We provide financial education on how to build wealth
• We bring a wide spectrum of investment strategies & solutions to our clients
• We provide strategies and solutions based on client's needs based on risk tolerance and time horizon
• We help optimize the  taxes by portfolio diversification 
• We help clients with Estate Planning - Will & Trust