Wealth Analysis & Financial Planning

Are you a business executive, entrepreneur or independent consultant? Perhaps you are planning on early retirement or have already retired? Do you have concerns about passing down your estate to the next generation or wonder what structure would be best for holding your private wealth? If so, then Comming Tci Investments Wealth Analysis and Financial Planning service has been specially tailored for you.

Setting your goals and staying on course:
If you want to make sure you will be able to realistically achieve your financial goals in the long run, you should make certain you have the right resources for the investments you choose. Our wealth analysis and financial planning services can answer any questions you might have in this important endeavor.

The Underlying Concept
Our Wealth Analysis and Financial Planning services are based on a twofold approach:

First, we take an in-depth look at the situation of your wealth;

Then, on the basis of this analysis, we provide you with personalized financial advice that accounts for questions such as life insurance, taxes, real estate and legal issues as they relate to your unique situation.

You and your advisor will have all the information necessary to plan out your financial goals and optimize your resources in reaching them.

Steps of the Process
We offer a three-step process enabling us to thoroughly understand how your wealth is structured, how your assets would be best allocated and how your objectives evolve through time.

Understanding, prioritizing, assessing and harmonizing the various parts of your estate are key in the beginning. Deciding together, on the right investment strategy for your particular situation. Checking, over time, that the type of management agreed upon and the goals you are working toward remain well-matched.

For more Information
Should you need additional information about our wealth analysis and financial planning services, please do not hesitate to contact us directly.