09:30 – 18:00

Monday to Friday

El. Dimokratias 1

Markopoulo, 19003

22990-25842

16th January 2022

09:30 – 18:00

Monday to Friday

El. Dimokratias 1

Markopoulo, 19003

22990-25842

Financial Planning

Financial Planning - lifes.gr

Financial Planning – lifes.gr

The Financial Planning originally appeared on the American financial market in late 1960. In Europe, the Financial Planning took its first steps in the decade of 1980. Today, the institution of the Financial Planning is a successful methodology with spectacular results for their customers and applied both in America and in Europe. In Greece, the Financial Planning appeared in 1995 as something that connects Buyers with Solutions.

The Financial Planning is a comprehensive methodology for achieving life goals through the proper management of finances.

The life goals often include buying a home, planning retirement, pay off inheritance taxes, to family protection, investment management, the family budget planning, child studies, hospitalization.

 

The Financial Planning consists of a specific procedure that gives you a complete picture of where you are today, and helps you draw on your future goals.

This process involves the collection of financial information, the recording of your personal goals, considering the current economic situation and leads to the design of an economic strategy for how you can achieve your future plans. The financial planning is personal because it takes account of the specific needs and values of each person.

Today, an independent, non-profit organization, the Association of Financial Planners – HFPA – where a member of this union we are too, aims at shaping and protection of this specialized profession in our country.

The expertise and the means used by the Greeks Financial Planners, make them different from the rest Advisors Financial Market, while they don’t have anything to envy from their respective Financial Planners abroad. All potential customers have financial needs, partially or in their entirety, they can be covered by the services that will provide them a trusted, properly trained and certified Financial Planner.

Top