Individual Financial Planning

Do you know how you’re going to build your wealth? Are you prepared for retirement? Can you support your family if you were to get hurt and lose your income for a period of time? Or what if something tragic should happen to you? How will you financially protect your family in such a situation?

These are the things financial planning takes into consideration and helps you get ready for. It’s your overall plan, covering all the things you will do in your life, financially speaking. You can build your financial plan on your own, but if you have family real estate, assets or other investments to worry about, you should seek the help of a Agfintax. A Certified Public Accountants can act as an independent reviewer of your current financial advisor.

Agfintax has a decades-long history of working with both businesses and individuals and can help you with your financial planning needs.


Some of the financial planning areas AGFINTAX can help you with are:

  • Investment management
  • Tax planning
  • Business planning
  • Insurance management
  • Disability Management
  • Estate planning
  • Retirement planning