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    WHY CHOOSE US ....
Our philosophy is to provide advisory services to make your investments as successful as you.
For us anything worth doing is worth doing well.
Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams. It is a process, which starts with the identification of your specific goals. Once this critical phase is complete, pertinent data is gathered and your goals are analyzed in terms of your ability to achieve them. Specific strategies and alternatives which help you achieve your goals are then developed and documented. A specific action plan is then implemented to assure that your overall plan comes to life. Once your plan is up and running, it should be reviewed periodically to assure that you are moving to your goals.
These goals may include :
Buying a house
Buying a car
Saving for your child's education
Your daughter's marriage
Eventually planning for retirement
Financial planning is all about preplanning :
Most young professionals today do not plan their finances - some because of a lack of awareness about its benefits, others because of their belief that they do not require it at the initial stage of their careers and some others because it may be expensive for them now.
Can you do Financial Planning yourself ?

Of course you can…but just like you won’t repair your own watch or car on your own, you need to come to an expert for financial planning. Otherwise, without the right financial skills and tools for financial planning, your finances can end up as a disaster.

If you feel you can do financial planning on your own, you might want to answer the following questions:

  • Is your family going to be financially secure, whatever happens to you?
  • Are your finances tax efficient? Do you know how to legally save taxes?
  • Are you confident that investments give you the best return in a rising or
    a falling stock market?
  • Do you have enough money to pay for your son or daughter’s education? How about for their wedding?
  • Do you wish to retire in the mountains or next to the beach? Is this just a wish, or have you enough money to turn this wish into reality?
  • If you don’t have a Will, do you know what will happen to your hard earned assets upon your death?

If you did not answer yes to all of the above, then you should feel uncomfortable. You must see a financial planning specialist who can make the right recommendations for you.

Why do people fail to plan ?
They may feel they do not have enough income or financial assets to consider planning.
They may believe that they are too young or too old to begin planning.
They may be reluctant to consider some of the less pleasant aspects of planning such as thinking about death, disability, illness, etc.
They may believe that financial planning is too expensive.
THEY MAY PROCRASTINATE! (The Number One Reason for Failure)
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