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Appraising Your Life's Financial Needs & Goals.
The Life Planner
The Life Planner
The Life Planner
The Life Planner
The Life Planner
Today we have a new challenge.
As the corona virus COVID-19 has grown to pandemic level—impacting our daily lives at work and home—we want to share what Team-The Life Planner is doing to support the safety and well-being of the communities in which we live, work, and serve.
The Life Planner Team is closely monitoring the COVID-19 public health emergency and we’re following all recommendations from the Government of India & State, World Health Organization (WHO), and local officials. In many cases, this involves our employees avoiding mass transit, minimizing or eliminating site visits, and conducting their business remotely.
It’s paramount to us that you continue to receive the same level of support you are accustomed to, and we’re confident that with the measures we’ve put in place, we can mitigate this risk together without business disruption.
We are well prepared and have significant experience in successfully serving clients remotely. Our Information Technology and Digital Practice have employed proactive measures to ensure that our workforce can work from anywhere and many of our services—and meetings—can be performed virtually. We are also addressing in-person meetings and site visits on a case-by-case basis only.
If there is a need to adjust our operations in any capacity or make changes that could impact our work, we will communicate that information to you immediately.
We are optimistic that by working together with you, we can preserve your safety and ours, and help curtail the spread of corona virus.
The Life Planner.
We provide financial advice or guidance to customers for free. We provide many different services, such as investment management, tax planning, and estate planning. We are providing a range of services from portfolio management to insurance products as a one-stop-shop.
We help you create strategies for eliminating financial risk and building wealth over the long term. We give you a game plan that puts you on track to achieve your financial goals.We don’t come in a one-size-fits-all package. We come from diverse backgrounds and offer a wide range of services. Because of that, we do much more than explain confusing jargon and help you pick funds plan. Simply put, we help you with all types of financial planning. That means we help you with everything from budgeting to saving for retirement.
Debt can seriously complicate your finances and keep you from making progress toward your long-term goals. While you don’t need a our help to get yourself out of debt, we show you the benefits of being debt-free. For example, you may save for retirement, a new home, or your kid’s college.
Be confident about your retirement. Reach us today.
We all need someone in our corner to remind us of the big picture and to cheer us on as we work toward our goals. We help you understand what actions you need to take to reach those long-term goals, whether you want to send your kids off to college, buy a new house, or pay for an adoption.
By strategically telling your money where to go, you may begin budgeting for those big goals and make your dreams a reality.
According to a study, estimate is that every couple should keep aside at least Rs 15-20 lakh for post-retirement medical expenes.(1) What you do to prepare for those major expenses in that chapter of your life? We explain your options for long-term care insurance. Then you may choose a plan that’s affordable both now and in the future when you will need it the most.
Say something interesting about your business here.Talking about end-of-life planning may seem downright depressing, but it doesn’t have to be. Whether you just bought your first home or have been running your own business for 30 years, you get to choose what to do with those assets you’ve worked so hard for. We can be a great resource in estate planning by helping you create a plan to ensure your wishes are carried out.
What does your dream retirement look like? Do you want to travel the world? Visit your grand kids? Open your own business? Volunteer at the local homeless shelter? No matter what your dream is, you need to have stable income streams to carry you through two or three decades—or more.
We help you not only build wealth, but also protect it for the long term. We estimate your projected financial needs and strategize ways to stretch your retirement savings. We suggest you on when to take your required minimum distributions (RMDs) from your investment accounts so you may avoid the nasty penalties.
If you expect to receive an inheritance down the road, you may be wondering about everything from the tax implications to the best way to allocate the funds. We help keep that blessing from becoming a burden. We advise you on how to adjust your financial goals and strategies, and we tackle hard questions—like projected taxes. We also walk you through the practical steps to take when that time comes.
No matter how old you are, dealing with taxes can feel overwhelming—especially as you grow your wealth and get closer to that dream retirement. We explain how taxes will impact your finances.
Whether it’s advising on charitable donations, constructing a tax-efficient estate plan, or making the most of tax breaks available to you, their goal is to minimize your tax burden while providing the best possible returns. Keep in mind, though, you should never make investing decisions based solely on taxes.
We help you determine what investments are right for you and show you how to manage and make the most of your investments. We also help you understand the risks and what you’ll need to do to achieve your goals.
We help you stay on the roller coaster of investing when it takes a dive. We know that what goes down—investment—will likely go back up. Because we remain emotionally neutral, we can be a voice of reason that reminds you to look at your investments with a long lens. We offer a level of service that makes our expertise a crucial part of any retirement plan.
We help you to protect your hard earned asset like vehicle, home or business from adverse risks of fire, natural calamities, accidents etc. As we understand to earn these assets you have planned and sacrificed other wants & needs. We help you to evaluate your asset & opt for best available protection plan so that you may secure your future plans.
To understand more about personal financial planning to build wealth, feel free to contact us.
Send us a message, and tell us more about your financial needs and goals. We shall get back to you soon to schedule an appointment at your convenience.
Lifestyle Building, BD Colony, Kundanbagh Colony, Begumpet, Hyderabad, Telangana, India
10:00 am – 05:00 pm
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