Asage Financial Llc

Description

Financial Planning Lifestyle management - net worth statements, cash flow analysis, goal setting (standard of living, career, educational, new business, real estate, debt reduction, contingency funds, leisure time, and retirement) -Risk management - estate planning and insurance assessment (home, auto, extra umbrella coverage, life, disability, long-term care, self-insurance and deductible analysis) -Investment Management - goals (retirement, other), risk (volatility) assumptions, macro assumptions (global economic conditions and asset class valuations), investment policy statements (portfolio asset allocation, time horizon, expected return)

Companies nearby