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MoneyFarming Unbiased Financial Advice
Unbiased Financial Advice for...
General Financial Investments
Mutual Funds Investment
Insurance
Tax planning
MoneyFarming Personal Financial Planning
Personal Financial Planning is a comprehensive process.
MoneyFarming helps and advise all through this journey of your
Personal Financial Planning
And
thereby financial peace in life....
Major Steps....
Assessment of Present Assets,
Identify Financial Goals,
Investment Needs,
Comprehensive Financial Plan,
Execution, Periodic Review and Re-balance,
Harvest on achieving Goals.
MoneyFarming Comprehensive Financial Planning
Comprehensive Financial Planning is to....
Estimate and plan for Emergency expenses, Insurances, Goals.
Identify Risk Appetite.
Select different Investment Instruments to achieve the Goals.
Help and guide to execute the plan.
Periodic Review and Re-balance investments according to the expected returns and goals.
MoneyFarming Financial Planning for Retiree
Everybody would like to retire from their jobs.
Retirement is a new journey of life.
Change of work is also a Retirement.
After conventional retirement,
the goals and needs changes and
there is a requirement of Financial Planning for retired life
to get assured fixed income out of your savings over the lifespan.
MoneyFarming helps and advice you all through this journey of your
Financial Planning in young age till financial peace in retired life....
Know MoneyFarming Values....
Financial Planning is a process, not a solution. A well structured planning can help you reach your financial goals by evaluating your overall circumstances, then outlining strategies that are tailored to your individual needs. There is no guarantee, that any particular strategy will work under all market conditions.
There are risks involved with investing, including possible loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased value. Financial Advisers do not guarantee the investment returns. Financial Advisers do not provide specific tax/legal advice. You should always consult your tax/legal adviser regarding your own specific tax/legal situation.
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