Yes i had a similar experience - although they now go by the name AJ Financial Planning! My plan was innovative and the regular market updates they give me on the state of the market is really educational - its nice to be kept up to date with movements in the market as i am not a set and forget investor.
Preparation of a Financial Plan, which involved a review of my financial position, preparation of an investment strategy and strategic investment.
The investment strategy which was implemented was very innovative and targeted the exact markets which are expected to produce strong performance over next coming years. The strategy which was recommended will result in substantial tax savings and enhace my overall position.
Approximate cost: $1500
“We wholeheartedly endorse Rashesh and Fortune Wealth Creation Group, and words”…
“We are very grateful for the wisdom, time, and professional advice that we have”…
“Scott and Cres have helped me and my wife so much with our financial planning.”…
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