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Advice Sections:
Investments- The stock/bond markets, investment
vehicles, best alternatives given your risk profile and
age/life status.   

Retirement Planning- best ways to save for retirement
including 401K plans, Roth IRA, determining how
much to save.

Mortgages- how to find the best mortgage for you.
How much you can afford, types of mortgages,
features of different mortgage products, traps to avoid.

Budgeting- understand where your money is going.
Knowledge is power - to maximize your financial
power you must know your financial condition. Once
you understand it you can change it to maximize your
financial power.

Insurance- determining how much insurance you
need, types and features of insurance products, how
to find the best cost/benefit policies for you.

Real Estate- understanding the market, determining
what you can afford, judging your needs and making
the best long term decisions for you.

Banking- the best accounts for you, the highest
interest rates, how to evaluate CD's and get the best
loans.

Taxes- how to prepare during the year to avoid taxes
on April 15th. Gain knowledge of techniques to lower
your tax liability.  



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b) credit consolidation
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b) analysis of investment and savings needs
c) setting up budget/financial plan
d) evaluating Investment funds/co’s / financial advisors /
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c) Financial Analysis
d) Operations analysis
e) Savings and Investments plans
f)  Investments

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