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OUR SERVICES
5 STAR FINANCIAL PLANNING
Income Protection Specialist
We set our hearts to soothe you and your family even in misfortunes that cause illnesses and injuries which could stop you from working. We help you to support your family by giving monthly income that enables you to meet regular financial commitments.
Our advisor provides you with a Personalized Health Care Cost Assessment. Developed by a team of professionals, including leading physicians and experienced actuaries using proprietary health risk analysis and up-to-date actuarial cost data, this assessment provides useful information in planning for this phase of your life.
- Analysis based on your need
- Minimize your cost
- Provide Medical Plan & Healthcare Specialist
Medical & Healthcare Specialist
Estate Planning Specialist
An estate plan can act as a safety net that helps preserve the value of your assets, minimizes wait times for disbursement, and helps ensure the legacy you envisioned is carried out. We carefully considered decisions regarding your estate and property, your future and also the future of your children.
Why you need a Estate Planning?
- Ensure assets go to desired beneficiaries
- Eases effort & financial burden on heirs
- Establishes guardianship for young children
Once your long-term and short-term goals are clear and we establish strategies together, our advisor team continues to stand by you with investment management selection, tax planning strategies and insurance protection.
We also stay vigilant by monitoring your plans to ensure they continue addressing your needs and goals even if any unfortunates happen to you without burdening your family members financially.
Debt & Cash Flow Specialist
Education Fund Specialist
A good education is the one most precious gift to your children.
When our advisor works with you to plan out your college savings strategies, we consider many factors, including extra waivers, beneficiary options, educational opportunities for local and overseas universities.
Upon completing that review we then help you decide on the structure and investment options that make sense for your family.
We assist you in developing a comprehensive plan to identify and pursue your lifetime income goals, and evaluate the variables in your retirement plan to ensure they align with your objectives. Hence, you can meet your retirement income needs, desires, and expenses and maintain your lifestyle choices and priorities throughout retirement.
