|
Typical Clients of Magbitang Financial & Insurance Solutions:
Dentists and Doctors in all stages of their careers, from those looking to start their first pratice to the well established dentist/doctor wanting to maximize benefits to themselves and key employees.
Client is provided with information on various strategies and a plan is designed unique to the client and the client's personal individual and business goals.
Individuals seeking objective analysis and investment portfolio design in many situations:
- Retirement Plan rollovers into IRAs upon retirement or job change
- Re-investment of proceeds from sale of business, inheritance, or legal settlement
- Consolidation of existing investment portfolio adjusted to more closely identify with client objectives and to simply monitoring
Individuals who are unsure whether to invest on their own:
- Should I invest in mutual funds, or individual securities?
- Should I use fee based, money managers, a commission based financial adviser, or save money and invest directly?
- What are my true costs of investment and what is best way to invest, unique to my situation?
 Individuals approaching or in retirement, or individuals receiving a lump sum of money due to a legal settlement or death benefit proceeds, who are seeking the best way to provide themselves income during the remainder of their lifetimes:
- Providing income to better prepare against any crisis that may occur in the future.
- Providing income with proper income tax planning* taken into account.
- Providing income while anticipating an increase in future need due to inflation, health issues.
*Neither New York Life nor any of its agents provide tax, legal or accounting advice. Please consult with your professional advisors regarding your particular situation.
Retiring dentists and doctors considering selling their practice and families of family-owned businesses wanting to design and implement a business succession plan:
Address all business, estate and family issues unique to the client's family and reduce into a succession plan with the most effective strategies possible, all clearly understood by the client, and implemented to carry out client's wishes.
 Individuals seeking an estate plan that thoroughly carries out their wishes once they are gone:
From the simplest to the most complex estate, individuals want "no stone left unturned" when it comes to integrating wishes for children and grandchildren, family, friends, and charity into a comprehensive, yet clear game plan.
Individuals seeking to enhance estate planning as well as to benefit others through charitable giving:
Information concerning strategies associated with charitable planning and design of plan unique to client's objectives.
|
