FOCUSING ON YOU

As an experienced manager with Legacy FA, here are the list of products and services I provide. Strategies and solutions that take into consideration your current needs as well as financial situation, and will help you stay on track in reaching your goals.

  • 01 — WEALTH ACCUMULATION

    • Investment Planning

    • Savings Planning (Education/Retirement)

    • CPF/SRS Investment

  • 02 — RISK MANAGEMENT

    • Whole Life/Term Life

    • Hospitalization

    • Long Term Care

    • Mortgage Insurance

  • 03 — MORTGAGE PLANNING

    • Financing & Refinancing (Partner Services)

  • 04 — ESTATE PLANNING

    • Wills

    • CPF/Policy Nominations

    • Legacy Planning

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