Z DRAFT WHAT WE DO DRAFT - Sweven Wealth
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Z DRAFT WHAT WE DO DRAFT

Risk Management

Assess your exposure to risks that could adversely impact your financial picture

Educational Planning

Savings strategies, positives and negatives of various college savings vehicles

Investment Planning

Asset selection and allocation, likelihood of reaching financial independence

 

Retirement

Distribution strategies, maximizing employee benefits

Cash Flow Analysis

Recommendations on how to reduce expenses, cash reserve/emergency fund placement, prioritization of debt repayment

 

Investment Consultation

Understanding appropriate investment vehicles (cost, diversification, tax implications)

We create careers and open new posibbilities for our clients

We present a unique opportunity for investors to access IFC’s superior track record in emerging markets, its unparalleled network of in-country presence and expertise.

We create careers and open new posibbilities for our clients

We present a unique opportunity for investors to access IFC’s superior track record in emerging markets, its unparalleled network of in-country presence and expertise.

We create careers and open new posibbilities for our clients

We present a unique opportunity for investors to access IFC’s superior track record in emerging markets, its unparalleled network of in-country presence and expertise.

One day or Day one. You Decide