We all know that there are a lot of financial advisors already here in istorya.net. I've even met some of them. They are from AXA, Pru Life, Sunlife, PhilAm and IMG to name a few.
Lots of posts are made to advertise and let the people know that we are into this field. There are who are aggresively into selling and there are a few who are into giving sound financial advice. They say that the most expensive advise is a free advice. It depends on the one that gives and who receives.
This is my passion. To share what I know and extend a helping hand to achieve your financial goals in life. Yes, I am paid thru commissions in every closed sale and every time you pay your premiums. But that's already a bonus. Nothing beats seeing them achieve their financial goals in life.
I am proud to be an Insular Life Financial Advisor. In a few weeks, I will be into mutual funds as well but will not name the company yet.
Ask me anything about personal financial planning (debt management, savings, insurance, healthcare, investments, wealth management, estate planning, etc.), I will be glad to assist you and share what I know, no strings attached. As a CPA, I can also share my knowledge in taxation and business consulting.
Today is the best preparation for tomorrow.
Results 1 to 10 of 34
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10-23-2014, 10:12 PM #1Elite Member
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Istoryan Financial Advisor/Planner
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10-24-2014, 04:47 PM #2Elite Member
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You may visit my FB page: https://www.facebook.com/pages/Retir...07403309431553 for informative posts. I will also post most of them here.
If have some clarifications or inquiries, you can freely post here. I'm very eager to lend a helping hand to you.
Plan ahead.Last edited by BatmanBeyond; 10-24-2014 at 04:50 PM.
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10-25-2014, 08:18 PM #3Elite Member
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Life insurance as most authors would suggest, is the most fundamental investment for wealth creation. Life insurance acts as a clean-up fund- to clean up all the mess (unpaid debts and other expenses) you have left while you were alive as well as a tool for estate creation and conservation. Though Life Insurance may seem morbid for the young investor and even seasoned investors, having a good appreciation of life insurance-the foundation of all financial planning, would be a good start for all investors.
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10-26-2014, 07:52 PM #4Elite Member
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Look ahead. Be assured.
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10-27-2014, 04:17 PM #5Elite Member
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Relate?
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10-28-2014, 12:33 PM #6Elite Member
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10-28-2014, 06:45 PM #7Elite Member
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10-29-2014, 04:38 PM #8Elite Member
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Last edited by BatmanBeyond; 10-31-2014 at 12:37 PM.
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10-31-2014, 12:38 PM #9Elite Member
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11-01-2014, 10:34 AM #10Elite Member
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