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Financial Planning

  • Retirement Planning           

  • Investment Strategy*            

  • Cash-flow Planning              

  • Budgeting

  • Risk Management

  • Business Planning

  • Estate Planning

  • Tax Planning

We work with you to build a financial plan with family, home, lifestyle and career in mind. Seeing the big picture will help

you reach your short- and long-term goals. As your life changes, so should your plan. 

"I work in the high-tech sector and cannot even dream of having a corporate pension plan as good as my father before me. In today’s complex financial environment, it is difficult to find an advisor I can trust.

 

What attracted me to Ferd Milan is that he operates in association with bigger financial institutions, but is also independent. He’s spent significant time with me determining my preferences and priorities, creating financial models with projected outcomes and helping me choose a strategy that is both realistic and achievable.

 

In short, Ferd has helped me create a manageable and achievable plan that should ensure a reasonably comfortable old age."

 

Hans H. 

Senior Business Consultant

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*  Securities advice is provided by Ferd Milan as an agent of ACPI.

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