Support Team Development
Asset Allocation Review & Preservation Strategies
Medicare/Medicaid/Healthcare Review
We offer comprehensive initial and/or annual financial reviews to help you work towards your goals.
Allow the B.E.S.T. Economic Solutions Team to provide a comprehensive financial-healthcare review in determine a direction of your financial future. Through education, you can make confident decisions, pay less taxes, coordinate healthcare, preserve assets.
Our caring professional team can teach you what to look in choosing savings and retirement funds, how to avoid costly mistakes in choosing asset preservation strategies as with Life Estates and Trusts, know your ABC & Ds of Medicare and resolve legal and financial retirement issues.
Its never too late to learn, and its never too early to plan!
Are your parents running out of money? Are they in need of home care?
Are you seeking asset protection? Are the new laws aimed at taking away middle class assets affecting your financial future?
Are you approaching retirement? Are your children entering college? Do you have an emergency fund?
B.E.S.T. can evaluate your current location, answer all of your questions and redirect your financial-healthcare path.
Illustrate cash flow projections
Help you define your asset allocation strategy
Determine tax liabilities when needed
Provide research information relative to your personal situation
Answer your questions
B.E.S.T can help you get to where you want to go!
The B.E.S.T. Economic Solutions Team of professional Certified Financial Planners , Certified Senior Advisors, Certified Divorce Analyst, Enrolled Agent practicing before the I.R.S. offer a FREE half hour consultation to determine which services are applicable to your personal situation.
E-file Refund Cycle Chart 2009-2010
CONTROL your financial destiny and have confidence in making decisions!
We offer wide range of PMS products in India. We are a team of well-qualified, exuberant, innovative and enterprising hard-core dynamic professionals, Certified by AMFI, IRDA, working collectively to