The process of applying risk management principles to the needs of individual consumers. It is the process of identifying, measuring, and treating personal risk (including, but not limited, to insurance and investment), followed by implementing the treatment plan and monitoring changes over time.
With our widely experienced and innovative advisors in The Financial Assembly, you can expect advisory with much more expertise, capable of designing tailor-made financial plans to enhance your legacy planning and wealth accumulation.
As Individuals (Yourself)
The most important step in the risk management process is identifying the risk. However, a lot of times, we are either strapped for time or knowledge. This is when we should leave it to the experts.
As Advisors
TFA’s advisors take pride in our work to take care of our client’s financial well-being. Only with sound financial planning can our clients manage risks, like policy coverage gaps. We are committed in our training and obtaining the relevant updates in the market to ensure our clients stay ahead in the market.
Complimentary Financial Health Checkup on these following areas to ensure that your coverage is up-to-date with your needs and market trends
a. Critical Illness
b. Health Insurance
c. Accident Insurance
d. Life Insurance
e. Term Insurance
f. Investments
With the vast expertise of financial solutions TFA provides, you can be assured that you will be getting the best plans/solutions that will cover all the gaps in your portfolio.
