An investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services.
Process of estimating the capital required,determining competition and framing financial policies in relation to procurement,investment and administration of funds of an enterprise..!
Exercise undertaken to minimize tax liability through the best use of all available allowances, deductions, exclusions, exemptions, etc., to reduce income and/or capital gains..!
It is the process of arranging the disposal of their estate. This can be used to eliminate uncertainty over the administration of a probate and to maximize the value of the estate by reducing taxes and expenses...!
Financial Planning isn't a one time event. It is a journey you take with a trusted advisor
Focus not on money but what money can do for you and your loved ones.