Business Planning
It’s difficult to separate the financial needs of your business from your personal financial needs and goals. That’s why it’s important to consider an integrated approach that addresses both your business and personal needs and where those needs intersect. ikoseed Financial Partners brings you professional guidance and a network of specialists to provide you with innovative solutions to meet your unique needs.
Business Risk Management to protect against business liability and loss of owner / key employees.
Employee Benefits for group employee benefits, retirement solutions, benefits for selected employees / employer-sponsored benefits.
Estate and Business Succession Planning consist of Trust services, liquidity planning and business exit strategies.
Personal Planning
Our commitment to you is to provide you with personalized financial solutions that take into account all aspects of your life and offer guidance, clarity of thought and specialization to help you gain confidence in your financial future.
We will spend time talking about your goals surrounding your family and health, leisure and comfort, simplifying your finances, retirement planning and many other things that impact your quality of life and that will be part of your long-term plan.
Balance Work & Life to meet needs of income planning, enhance lifestyle and proper manage of health and medical risk management.
Create Finacial Comfort for financial planning in retirement income, investment and saving.
Build a Legacy to execute intentions, wills and trusts, help beneficiaries with designations and special needs or setup a charity trust fund to assist those underprivileged.