Financial Services - Cagayan de Oro, Northern Mindanao, Philippines
We are the financial compass you can trust. We bring you to your meridian, the peak of your balanced financial life. We seek to be your partners in your quest for a lifetime of financial wellness.We are a strategic financial solutions consultancy firm that caters to the financial goal-setting needs of individual and group professional and business clients (sole proprietorships, partnerships and corporations).We are a team of finance professionals with specialized competencies to address your needs in: ●personal and business financial goal-setting ●portfolio management and asset allocation ●personal and business financial risk management ●retirement, education and target needs programming ●business financial succession planning and funding ●legal estate conservation, preservation and taxation planning