What We Do
a. Investment Management
b. Retirement Planning
c. Long Term Care
d. Estate Planning
e. Social Security
Principles
Saving Solutions
01
There is a variety of saving plans which can be tailored to your needs,including:
- a. Tax Exempt Savings,
- b. Regular Savings.
Tax Planning
02
Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you’re gone.
University Fee Planning
03
We all want our children to have good prospects, which is why education fees planning is a vital wealth management matter that shouldn’t be overlooked
Possible Risks
- Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.
- Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation.