OUR SERVICES
Personalized financial consulting is a recognized and consolidated activity in first world countries. In Brazil, it has been gaining more and more space due to the growth of the financial market, the increase in the supply of financial products and the need to plan for the future.
FINANCIAL PLANNING AND INVESTMENTS
FINANCIAL PLANNING FOR PROFESSIONAL ATHLETES
TRAINING AND LECTURES
Financial Planning and Investments
2ª Idade – Carreira, Filhos, Acumulação de Recursos, Educação Financeira
- Family budget
- Tax Burden Reduction
- Health insurance
- Insurance
- Investments (funds, shares, others)
- Debt Consolidation
3rd Age – Retirement, Use of Accumulated Resources and Equity
- INSS
- Inventory
- Retirement Planning
- Estate Planning
Methodology
- Initial Meeting: Diagnosis / Survey of Habits / Projects
- Presentation of Financial Planning
- Financial Planning Monitoring (Personalized website, periodic meetings)
- Reassessment (Reviews of goals and objectives)
Financial tranquility brings peace of mind and family unity. The lack of it can bring divorces, conflicts, uncertainties and low self-esteem.
FINANCIAL PLANNING FOR PROFESSIONAL ATHLETES
This is an important demand in the lives of these professionals who have common characteristics and demands:
- Needs for personalized service
- Needs for service at different times and different locations
- Needs for specific and up-to-date information
- Needs to Delegate due to lack of time
- Needs to protect and grow your assets
- Needs for Financial security
- Needs to Plan career and personal life
- Need for well-being and peace of mind to maximize performance
The main objective of financial planning for athletes is to complement all the resources that are applied to athletes to increase their performance.
Balance in personal life brings peace of mind and, consequently, greater emotional and psychological stability. It makes it easier for professionals to focus on what really matters: their competitiveness as an athlete.
There are many athletes who go through their useful period as athletes without adequately preparing for the moment to stop. On the other hand, an injury, accident or even a health problem can interrupt these athletes’ productive lives forever.
The financial effect becomes greater as this impact will also affect the athlete’s family.
Through strategies aligned with the useful period of your career as an athlete, all planning is designed for the financial protection of your career and for obtaining results that make retirement possible with tranquility and security.
FINANCIAL MARKET??? MUCH PLEASURE!
In this lecture it will be possible to understand the basic functioning of the financial market, basic definitions in personal finance and the main types of investments available. All in clear, accessible and fast-lasting language.
RELIEF!!! I NEED TO RETIRE!!!
The increase in life expectancy, the growth in the number of self-employed professionals and the countless questions related to the INSS and Complementary Private Pension: “PGBL or VGBL?”; “Can I believe in the INSS?”; “Administration fee, loading, what is it about?”; “How much do I need for a peaceful life in the 3rd age?”
PLAN AND BE HAPPIER!
Planning your financial life in advance is still not part of the daily lives of most professionals. Lack of time, knowledge and adequate planning tools end up making people leave everything for later. At the end of the lecture, it will be possible for each participant to have their own financial planning prepared and a vision of everything that needs to be done in 2014 for a peaceful and prosperous year.