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Diagnosis of your financial situation
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Will your current savings be enough to achieve your retirement plans?
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Is your portfolio properly diversified... Wish to have a second, objective opinion?
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Is your insurance coverage sufficient to protect yourself, and provide adequately for your loved ones?
Our approach to financial planning allows the overall objective assessment of your situation. We will evaluate several aspects (legal, investment, retirement, insurance and risk management, succession, finance and taxation) to give you a comprehensive, objective and personalized financial plan.
A financial plan offers an overview of your current situation while presenting important calls for action required to achieve your goals and fulfill your projects. Once implemented, this personalized plan will be updated periodically, ensuring that any changes related to your career, family and personal situation be integrated into it.
Let us review, prepare a thorough financial diagnosis and propose solutions tailored to your situation.
