Services

Senior Service

Basic Service

Personal Financial Plan

Financial Check-up, Basic

Financial Check-up, with Tax Return Preparation

Estate Settlement/ Administration

Seminars

Financial Divorce Specialist

Other

Basic Financial Check-Up

• Personal meeting with consultant to review financial data of client and spouse.
• Clarification of financial goals, objectives and priorities.
• Current projected / required financial situation analyzed with the objective of identifying the time of financial independence.
• On-the-spot scenarios developed based on planning strategies discussed and computer simulations / analysis results.
• Personalized financial plans with specific action agenda.

Financial Check-Up, with Tax Preparation

Includes the components of the Basic Financial Check-up, plus:

• Review of previous year's income tax returns to ensure consistency in filing.
• Preparation of current year tax returns for client, spouse and all dependent children.