Our Services“By failing to plan, you are planning to fail”. Without a Financial Plan, it’s like starting on a journey without knowing where you are going and how you are going to reach your destination. Personal Financial Planning is a process - an organized, well-planned course of action for strategically managing your finances to achieve your life goals. Our objective is to accurately assess your financial needs and provide quality recommendations and ongoing services in accordance with those needs.
Our Financial Planners are trained and skilled to help you achieve your financial goals by following the established Six-Step Process for delivering Financial Planning services to you. Sykes & Ray Financial Planners offers the following services to its clients
Financial Planning Services by Sykes & Ray Financial Planners
1. Comprehensive Financial Planning
2. Single Component PlanFundamental PlanningInsurance Planning Investment Planning Retirement Planning Tax Planning Estate Planning 3. Specific Goal PlanningChildren’s Education & MarriageBuying a Dream Home Debt Management Changes in Employment/Location Starting New Business Going to/Returning from Job Aboard | 4. Review of Financial Plans
5. Implementation ServicesMutual Fund InvestmentsLife Insurance General Insurance Equity Investments Portfolio Management Services Tax Return Filing Preparation of Will/Creation of Trust Fixed Deposits & Debt Products 6. Other ServicesFinancial Planning Literacy Workshops |
