We help families plan and protect their dreams. Growing with our clients and being with them at their different life stages. We put our mission before our commissions. Because we are their dream protectors.
In LIFA, we provide Individual Financial planning services and help our clients tailor make their unique financial plan.
Don’t make your family wait for access to resources at time that they need them the most.
Estate planning is a process of distributing one’s assets (to their survivors), in accordance to one’s wishes after one passes on. The key purpose is targeted at providing liquidity to the family that survived the deceased in the shortest time. Together with our legal counsel partners, our consultants will be able to advise on the need for setting up a trust or writing a will to ensure efficient asset distribution.
We tie up with legal firms, trust companies and tax consultants to ensure that estates and distribution are carried out with minimum delay and fuss.