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Financial Consulting

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Basic

$500

  • In-depth financial analysis and recommendations for individuals or small businesses.
  • One-time consultation session
  • Financial goal setting
  • Budgeting assistance
  • Basic investment guidance.
  • Optimization strategies
  • Limited email support.

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Standard

$1,000

  • Comprehensive financial consulting services for individuals or businesses with moderate complexity.
  • Includes multiple consultation sessions
  • Personalized financial plan creation
  • Investment portfolio analysis
  • Retirement planning
  • Tax optimization strategies
  • Ongoing email support.

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Premium

$2,500

  • Premium-level financial consulting services for high-net-worth individuals or complex business entities.
  • Includes in-depth financial analysis
  • Personalized financial plan 
  • Investment portfolio management
  • Estate & Tax planning
  • Risk management strategies
  • Unlimited email and phone support.

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Financial Advisory

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Basic

$300

  • Entry-level financial advisory services designed for individuals or small businesses
  • Includes basic investment portfolio review
  • Asset allocation recommendations
  • Periodic performance monitoring
  • Investment solutions
  • Performance Reporting
  • Email support.

Join Now

Standard

$800

  • Comprehensive financial advisory services for individuals or businesses with moderate complexity.
  • Includes personalized investment strategies
  • Ongoing portfolio management
  • Retirement planning
  • Tax-efficient investment solutions
  • Periodic performance reporting
  • Email and phone support.

Join Now

Premium

$2,000

  • Premium-level financial advisory services for high-net-worth individuals or complex business entities.
  • Includes customized investment portfolio management
  • alternative investment opportunities
  • Estate Planning & Tax Optimization
  • Philanthropic Strategies
  • Regular performance reporting
  • Unlimited email and phone support.

Join Now
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