Let’s start with a question:
Do we really need financial planning in order to make financial decisions?
Thomas F. Cooley, who served as Dean of the New York University Stern School of Business, claims that: “Some of the important decisions consumers make in their lifetimes involve financial products and insurance to keep one’s family secure. These products have become increasingly complex over time, and consumers face a wide range of product options offered by different service providers, causing decision making to be more complicated. Consumers therefore need to be financially literate or use the assistance of a professional expert in order to make well-informed choices for such complex decisions.”
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:
Our services
Member of the Association of Financial Planners in Israel
An expert in financial, pension and risk planning management, Yosi Pichadze is a licensed pension insurance agent and a licensed investment consultant (contingent). Yosi is also a certified financial planner (CFP) and a member of the Union of Financial Planners in Israel (UFPI). He too often finds himself contemplating about the day he retires, has more time to spend with my family, and realizes at least some of his dreams.
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