Our Services

 

 

Services

 

We offer advice on a wide range of financial areas:

· Unit and Investment Trusts
· Insurance & Protection - See Details
· Inheritance Planning
· Personal & Corporation Pension
· Retirement Planning
· School Fees Planning
· Venture Capital Trusts
· Investment Strategies
· Offshore Investments
· Pensions and Divorce
· Trustee Investments
· Fund Formation

Matrix on financial planning

Comprehensive Services Available Through Pico Zeman:

Estate Planning Wills Power of Attorney Living Will Health Care Proxy Estate Liquidity Taxation Trusts	Retirement Planning Forecasting Taxation Mandatory Pension Fund Pensions Individual savings planning	Investments Portfolio Management Quarterly Asset Evaluation Risk/Reward Analysis Mutual Funds* Annuities Municipal Bonds*
Cash Management Budgeting Cash Flow Forecasting Financial Statements Financial Management Book Debt Restructuring Mortgages	Risk Management Capital Needs Analysis Life Insurance Long Term Care Insurance Disability Insurance Health Insurance Property and Casualty Analysis	Tax Planning Current/Projected Tax Deferrals Investment Tax Planning
College Planning Educational Savings	Business Planning Employee Benefits Business Evaluation Succession Planning

 

 

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