13/09/2015
I am a certified investment solicitor and financial advisor of SUNLIFE OF CANADA PHILIPPINES INCORPORATED, I am rendering Financial Planning Services to individual and corporate clients, subjects covered:
For Individuals:
1. Young couple have child/children - there is a need to incorporate into your plans of having funds for college education, for your information an increase of 12% every year of tuition fee imagine how much it would cost to send our kids to college 10-12 years from now.
2. Businessmen - have plans to expand business say 5-10 years from now, you need funds to do this endeavor but does not want to take loan, let me help how we will do it.. after all the years of hard work sometimes retirement planning mostly are taken for granted, while we are earning good and enjoying the good health, one might as well invest for retirement, because once we feel the moment that its time to slowdown at least you are ready and liquid.. ... ask me how..
3. Estate Planning - let the earnings of life insurance pay the estate tax.
4. Health Fund - we can make the earnings of your life insurance fund for your health.
5. Income Continuation - lots of people who are the bread winners fail to protect their income. When life uncertainties strike most are caught unprepared. Investing for safety net usually perceive as expenses, rather than a necessity. We can talk and plan for your future.
For Corporate Clients we can conduct a financial wellness program to your employees, at least 10-20 employees at a time. The objective is to give financial awareness and freedom. Employees who are shackled by debts will greatly affect their job performance, employees who are debt free, companies in return will enjoy their employees full potential..
You may contact me or send me a message.. Have a nice day..