Who Needs Wealth Management?
If you don't have answers for the below questions, you should seriously start developing a detailed financial management plan.
- How much money will you need after retirement?
- At which age do you want to retire?
- How to manage your retirement plan to retire sooner?
- What asset classes are available in the financial market? Which one(s) are the best fit for you?
- When should you invest? How much money should you invest? How to optimize your asset allocation?
- If you're a parent, how much money should you save for your kid(s)' education?
- If you're a business owner, how would you manage your finance to boost your business growth?
What Do We Offer?
We're here to help you achieve more short-term income and long-term asset appreciation. Our advisers will assess your financial situation and risk tolerance levels, and then help you clarify your investment goals, customize investment strategies for you and provide you a fit package of financial products to invest. Our services primarily include the below 8 modules:
1. Financial Review
- Income & Expenses
- Assets & Liabilities
- Retirement & Education
- Savings
- Emergency Fund
- Debt & Tax
- Investment Goals
- Risk Tolerance
2. Cash Flow Analysis
- More Income
- Less Expenses
3. Debt Management
- Credit Card
- Mortgage Loans
- Auto Loans
- Student Loans
- Eliminate Debt
4. Emergency Fund
- 4-6 months Expenses
- In Cash/Savings
- Special Situations
5. Tax Management
- Minimize Taxes
- Tax Exemption
- Tax Deferral
6. Build Wealth
- Outperform Inflation
- Retire Early
- Enough Education Funds for Kids
- Enjoy Life
7. Risk Management
- Protect Against Losses
- Protect Assets
- Minimize Fees
8. Trust Services
- Secure Your Assets
- Smooth Asset Transfer
- Minimize Inheritance Loss