All Entries Tagged With: "retirement planning process"

The Retirement Planning Process

The Retirement planning process is made up of 6 steps:

Establish Goals
Gathering Relevant Data
Analysing The Data
Developing a Plan
Implementing The Plan
Monitoring The Plan

Let me bring you through the steps and explain how I usually use these steps to help my clients customize their retirement plan.
Step 1 - Establish Goals
Client’s goals vary significantly depending on many factors including [...]

July 04, 2008 | Jack Lan | Comments 0

About Me

Mr. Jack Lan, Senior Financial Consultant of one of the top 3 financial consultancy firm in Singapore, which is licensed by Monetary Authority of Singapore to provide financial advice to individuals in Singapore. We are neither owned directly or indirectly by any financial institutes such as insurance company, bank or fund management firm. Therefore, we operates independently from them and give unbasis and independent advise that best suit your needs and wants. Proudly created by http://www.intrillion.com.sg
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