Comprehensive financial planning is aimed at assisting you and your family throughout all circles of life, by identifying the correct balance between the resources you have at your disposal and your goals and desires, and assisting you in realizing them.
Comprehensive financial planning entails a number of services, including:
It is our experience that optimal investment management ensures future financial peace of mind. That is why all your financial assets must be optimally managed, in line with your needs, desires, and capabilities, and in line with your preferred levels of risk. Our services include:
Optimal planning and preparing for a rainy day are an inseparable part of comprehensive financial planning, aimed at protecting you and your family via a range of policies. Health insurance, accident policies, loss of work capacity, serious diseases, long-term health care, and life insurance plans will enable you to carry on with your life as much as possible, even in the occurrence of an undesirable event. Comprehensive financial planning covers a large range of insurances – in order to achieve an optimal outcome. Risk and insurance planning include:
Retiring from work is one of the most significant events in a person’s life. However, unfortunately, most people are not familiar with their current pension plans, and avoid monitoring frequent updates and changes made to their products, regulations, and market conditions. This could be a critical mistake with dire consequences that may affect your lifestyle and financial capabilities after retiring.
Retiring requires comprehensive planning ahead. Pension planning is aimed at ensuring your level of income after you retire and achieving optimal yields from your pension and saving funds – so that you can continue to live the lifestyle to which you are accustomed. The increase in life expectancy heightens the need for comprehensive, unbiased, and professional financial planning, including:
Money is money. In most cases, money is also expensive. Comprehensive financial planning will identify which loans, mortgages, and credit lines are optimal for you and your needs, significantly decrease costs, and help you prepare for the occurrence of an unexpected event, change, or crisis – with maximum flexibility.
Credit planning includes:
Comprehensive Financial Planning
Member of the Association of Financial Planners in Israel
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