Retirement Planning

Worried about your future thinking about your finances after retirement? Just plan your retirement before and stay worry free! Always invest in such a way that you feel secure even after your income stops but can run through your past investment. Make right investment in a right way.

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Life Insurance Planning

Life insurance is not just an investment that can be measured with the total number of returns to a particular period. It can be considered as the most secured investment for your loved one’s when you are not there to hold their hands when they are in need.

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Investment Planning

Investment planning is one of the core area that falls under the comprehensive financial planning gamut. Investment planning helps you to generate income and/or capital gains, enhance your future wealth, strengthen your investment portfolio and Save on taxes. It helps one decide how best to put your money-your capital-to work to facilitate your financial goal achievement.

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Estate Planning

In 2019, 61% of people making at least $75,000 had a will. This year, just 45% of people in the highest income group said that they have an estate planning document, a decrease of over 26%. It is an absolute necessity to preserve one’s heritage.

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Financial Planning

Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.

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Kids College Savings Planning

Why plan only for Kid’s College when a vehicle can endure and help your kids through every stage of life?

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how can we help you?

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.

Amanda Seyfried
Sales & Marketing, Alien Ltd.

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