Financial Needs Analysis

Every financial plan starts with a comprehensive analysis of the current situation of the client before giving a recommendation.

Estate Planning

We help our clients create an estate plan such as drafting last wills, living wills, trusts. Our team partners with legal professionals who specialize in estate planning.

Investments

We help our clients invest in their hard earned money to local or international investments that earn higher than bank interest.

Employee Benefits

We help our business clients find the right employee benefits for their people whether it is HMO, Group Insurance, Key Person Insurance and Business Continuity Insurance.

Risk Management

What if the breadwinner dies? Gets sick? Gets disabled? We help our clients secure their future.

Education Planning

We help our clients save up for their child’s educational expenses by helping them plan for the best way to get to that dream university.