The end of your financial worry is the result of Alan’s proper financial planning and execution. It is possible to improve only on things which can be measured, so Alan has developed a unique process based on his years of experience in the financial planning industry. The six main steps of his method of financial advisory services are as follows:
- Getting to know you and your particular financial goals, objectives, and investment style.
- Finding the true total value of your current assets and potential problems.
- Figuring out where you are in life and taking note of the most important people and events.
- Developing the strategic financial program options that fits your particular needs and that you can make sure you will never run out of money to spend at retirement
- Setting the plan into action and preparing for the value-added results.
- Monitoring the plan with regular reviews and adjustments.
For Platinum Club clients, Alan will provide personal Financial Organizer services and plans for personal legacy.
What really sets Alan’s financial planning process apart from others is that he takes the time to identify the unique features of each individual client or business. Alan’s form of wealth management will reap financial gains by doing two things; to reduce the risk, increasing the value of your asset pool and decreasing the losses due to international tax and other regulations.
If you are planning for your retirement and seeking a trustworthy professional for wealth management or family trust planning, Alan’s financial advisory technique is a perfect fit. His proven track record of protecting and increasing the value of people’s assets beyond what they would reach if managed alone while lowering risks will be custom-made to fit your situation. In addition, his constant coordination with international tax experts and legal professionals ensures that your wealth across countries will be exempt from substantial taxation exposure.
If you are the chief officer or managing director of a partnership company, there are two major elements of the business with which Alan will coordinate with you. Firstly, the protection of your company value for continuity in case of loss of active shareholders or key persons. Secondly, Alan will use his unique financial planning process and apply it to human capital, in the form of partner and employee protection plans. With proper planning, you can be sure that your company will maintain its legacy or you can cash in from your business investment when you are not around and your family members do not want to continue a partnership business.
By staying close to markets movements, Alan provides information and strategies to his clients to grow the value of their assets without putting them at risk. This ultimately results in peace of mind, both for you, as well as for future generations. The increased quality of life that comes with this is truly invaluable.
