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Financial Needs
Analysis and Planning |
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Shkedia Financial Services is a consulting firm advising
self employed and families with a comprehensive Financial Planning to
achieve their short and long terms goals.
The program is an on-line, free, secured and confidential "Financial
Master Plan" which allows to better plan and make
financial decisions.
Download a sample
report.
By entering the financial data
(income, expenses, loans, credit cards, investment insurance), the family
and business have the information in many areas include:
- What
is your current
financial position and how much you worth.
- What would be the best plan to
eliminate debt? You may review payment scenarios to the
current held loans and credit cards, to get the best results.
- Plan the investment for a comfortable retirement. You may run
"what-if scenarios
by changing the monthly contribution and the rates of
return.
- How much to invest for the children to attend the
college of your
choice? (a list of colleges with future tuition prediction is
provided).
- How
much Life and
Disability insurance you may need based on the overall family
liabilities and needs.
- List of monthly expenses vs. income
to complete the financial picture.
- Access to many financial calculators
to help with the planning.
The program is absolutely free, personal,
confidential, secured and in compliance with the industry regulations.
You may update the information at any time, generate unlimited reports
and save as PDF for your records.
Contact us for a
quick setup, or download the financial-data-entry form for a faster
processing.
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