Step 4: Plan Presentation (Part 2)
At the second phase of your Plan Presentation, we will review the following components of your custom KAIZEN Financial Plan™.
- Tax Plan Helps ensure that your are paying the least amount of income tax required by law.
- Insurance Plan A program to help you determine if you have the right amount and type of insurance.
- Wealth Protection Plan™ Designed to help you preserve the value of your estate and ensure that it is passed on to your heirs as you wish.