Personal Financial Planning
Insurance Planning
Risk management and insurance play a crucial role in your comprehensive financial plan. Because there are numerous risks that can wreak havoc with even the best-laid plans; our job is to help you identify these risks and discuss ways to mitigate the risks.
Family Income Plan
Estate Succession Plan
Education Insurance Plan
Disability Income Plan
Debt/Loan Cancellation Plan
Medical Insurance Planning
Retirement Planning
Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life.
The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets. Future cash flows are estimated to determine if the retirement
income goal will be achieved.
Estate Planning
The purpose of probate is to establish clear title or ownership to your assets after your death. Before your estate can go to your children the probate court has to determine and settle your debts, establish clear title to everything you own and then distribute the estate according to your will or to the “intestate succession” statutes in local laws.
Thus, there is important to have all asset well planned on who and how it is distributed and to avoid probate through the right and efficient mechanism.
Personal Wills Writing
Trust Planning
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