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Do you have a succession plan for your business? Do you know how much money you need for your retirement?
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Is your business prepared to support your lifestyle when you retire? Do you think that your Social Security payment is enough?
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Have you thought what would happen with your assets and debts if you don’t have a will?
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Do you have a person you trust in for decisions about your health care, specially in a terminal illness or your lack of legal capacity?
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Do you know the cost of educating your children in Puerto Rico or abroad? Have you established a fund for this purpose?
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If you become incapacitated, will your children have the opportunity to study?
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Are you preparing monthly or annual budgets?
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Do you have an Advisor to help you with Financial Planning?
Financial Services and Planning
This type of service encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card, insurance, accountancy, consumer-finance companies, stock brokerages, investment funds and some government-sponsored enterprises.