Our Personal Financial Planning program involves continuous assessment and financial reporting that links future goals and plans to results.
DW BEAR will faithfully work on your behalf to translate your specific short-term, long-term, and estate goals to create strategies that will work for you - both onshore and offshore.
Our research and methods involves evaluation of major financial outlays, credit management, insurance adequacy, savings, investments, employee benefit optimization, taxation reduction and efficiency, retirement, and estate planning.
Knowing your Net Worth is not enough. We will guide you to be self-sufficient at monitoring and controlling your income, living expenses, purchasing, and savings on a monthly basis. Your Budgeting Training will accompany Personal Financial Statements that include a Balance Sheet and an Income Statement.
Please contact us at your earliest convenience. Your requests will remain private and confidential.
Email: info@dwbear.com
Call: 888.958.7987 (888.95.TRY.US)
Fax: 888.958.7995
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