Retirement Planning

By: TSL Group - Representing Financial Alliance Pte Ltd  16/08/2010
Keywords: Financial Advisory

Our service includes the following:

1) Working out a realistic retirement goal with you, taking into consideration your needs vs your wants

2) Review existing asset allocation to identify inefficiency and inconsistency with their profile and goal

3)Gap analysis, of your goal and financial resources

4) Adjustment of goal where necessary, given your circumstances, such as risk tolerance, horizon,financial situation, holding power and personal preference

5) Develop an effective budget and asset allocation modelImplement the plan

6) On going review (until you retire) to optimize the portfolio, and track against your goal, handling expected changes along the way, such as changing circumstances like your family, income & expense pattern, and aspirations

Keywords: Financial Advisory

Contact TSL Group - Representing Financial Alliance Pte Ltd


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