Kenneth Tung
Holistic Financial Planner at Finance Company- Claim this Profile
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Bio
Experience
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Finance Company
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Brazil
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Financial Services
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Holistic Financial Planner
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Jan 2019 - Present
Holistic Financial Planning - "It's not what you make, but what you keep; that matters" Purpose: to help people with an affordable and honest option to achieving financial freedom. We'll help you with your financial independence: outlining your goals, budgeting, savings & investments, and continually optimize to adjust to life's happenings. Holistic Financial Planning vs Traditional Wealth Management: TWM is a primitive idea of meeting goals in retirement, and those goals have expenses associated with them, and so your asset is now the income source to pay for goals. HFP is more of a philosophy to protect/accumulate/ distribute your assets in the most tax efficient manner. How does HFP Work: 4 Pillars: 1) Lifestyle 2) Longevity 3) Liquidity 4) Legacy Show less
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