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Why is Financial Planning Important for every Individual ?

High Net Worth Individuals or Elite Individuals tend to be leaders with big goals They tend to worry more than others about almost all of the key areas of financial planning, such as managing their investments, estate and tax planning. They must take into account three crucial factors, including risk tolerance, time horizon, and financial objectives. All financial planning should start with these three considerations. High-net-worth individuals have relatively distinct financial objectives; they require personalised estate planning and wish to leave their generation with a sizable amount of cash. Here’s where we come into play !

How can we help you ?

To find the greatest investment opportunities that suit your interests, we adhere to a predetermined process. It includes a number of measures to determine whether the plan is effective or not. We offer advice on how to build wealth and increase savings for our clients through the creation of investment portfolios that are tailored to their level of risk tolerance.

Legacy Planning

The preparation of the wealth and asset transfer from you to your heirs is the core of the legacy planning approach ,at LPH Financial Services We provide the best solutions for your legacy planning along with current financial security . Your attention shifts to making the most of your time to ensure that the coming years are the greatest ones possible for you, your descendants, and the institutions you care about.

Money Back Insurance

A form of life insurance plan called a money-back policy offers both investment and protection. With a money-back policy, you can get payouts periodically during the policy term. A money-back policy also offers a life insurance component, keeping your loved ones financially secure in the event of an unforeseen circumstance. Money Back Insurance policies ensures Secured and Low-risk Investment along with Life Coverage .

Affluent Family Insurance Planning

When it comes to protecting their homes and possessions, affluent clientele have certain concerns. Insuring a large, multigenerational family who needs considerable asset protection may also raise the conversation about insurance to a whole new level. Life insurance can give high-net-worth individuals the chance to retain money in the family and protect it from taxation. If you consistently max out your retirement accounts, another efficient solution to save money tax-free is to have a life insurance policy with an investing component and cash value.

We are always here to help you !