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Our Services to Members |
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â—† Personal Financial Services |
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　 Help clients establish comprehensive Personal Financial Plan providing funds for family security, education, retirement and transfer of wealth to next generation. |
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â—† Financial Solutions |
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　 Provide financial platform to members to solve their financial needs. |
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â—† Business Financial Services |
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　 Help business entrepreneurs establish Business Financial Plan to create wealth for protecting their share of vested interest in their enterprises and secure generational transfer of wealth. |
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Our Services to Partners |
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â—† Professional Workshop (in house) |
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　 Provide sales personnel of our strategic partners with professional workshop (in house) on Personal Financial Planning for families and Business Financial Planning for business entrepreneurs. |
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â—† International Platform |
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　 Provide an international platform for strategic Partners to acquire financial solutions that will best suit their clients to meet their financial goals. |
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â—† Professional Services |
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　 Provide our strategic partners with effective dialogue including presentation to clients, communications and administration of their financial plans. |
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