Financial planning is a process of managing your finances to help you make the most of your money to achieve your goals, such as saving for retirement or covering costs of your childrenís education. Financial planning is conducted by a professional who analyses a personís overall financial situation and develops a comprehensive plan to meets their goals and objectives.
1. We can help you to plan out a budget by using several financial, money saving and investment strategies.
2. We can show you how to plan financially for education, retirement and unforeseen emergencies.
3. We can even help you decide whether to buy vs. renting/leasing property and equipment.
We specialize in financial planning for:
Retirement and Maintenance of current lifestyle
Non traditional families
Loss of job/change of job, inclusive of severance packages
Financial planning for families with dependents that require special needs
Individuals with very high tax liabilities
Individuals seeking repayment of heavy debt
People looking to buy a big investment such as a house
Financial Planning for event such as Marriage, or payment of liabilities post-death
Looking to start a business or just recently started a business? We can advice you on costs that you would be incurring and help you budget your money in such manner that you can save thousands. Whether you are a business that has just started or have been in business for years, we can strategize for you in such manner that you will be saving thousands.
Our staff is experienced, reliable and efficient in assisting you and your business
We Specialize in:
Financial Planning for Starting a New Business
Financial Planning for Closing/ Selling a Business
Financial Planning for Franchising
Financial Planning for Buying a Business or a Strategic Buy-out
Financial Planning for Mergers and New Acquisitions
Financial Planning for Growth of business
Financial Planning Cash Flows and Liabilities management.
Financial Planning for investing under a business entity