Financial Planning Consultancy
Our engagement on Financial Planning Consultancy consists of the following services:
- We shall analyze the current client’s financial standing, this will include review of the following, to wit:
Current cash flow;
Current and projected desired income
Current insurance program; and
Current investments, if any
2 .We shall provide financial information forms for you to complete.
3. We shall provide you written review that will refer to such things as the holding or sale of securities and other assets, your projected income, projected cash flow, projected tax consequences, retirement planning, estate planning and insurance.
4.Our recommendations will be made based on the written data provided by you and will include considerations of your stated personal, financial and investment objectives — so use care in providing the data. It is usually not necessary for us to see your actual stock certificates, etc.
All information given to us and all recommendations and advice furnished by us to you will be kept confidential and will not be disclosed to anyone, except as we may agree in writing or as maybe required by law.