Managing the Unplanned

The purpose of financial planning and insurance planning is to make our lives more predictable from a financial standpoint.

We all face different types of risks on a daily basis. Having a financial needs analysis report will give us awareness on how major medical emergencies and untimely demise may financially impact us and our loved ones.

Click here to have your own risk analysis report

Wonderful Retirement

People are living longer now than they did in the past. Experts project that as life spans continue to increase, the average individual will spend between 20 to 30 years in retirement.

Most people would like to be financially secure during retirement but with insufficient retirement benefits we get from the government and employers, retirement planning is an increasingly important part of personal investment planning.

This assessment will help analyze the amount of fund and income needed to build in order to have a comfortable retirement that you desire for yourself.

Click here to have your own retirement analysis report

College Fund

Having your own family is a big responsibility and one of the most valuable gift that you can give to your child is a high quality of education.

Good thing is that you can plan for it and it starts with projecting how much fund is needed when your child goes to college.

This assessment will help you know your target fund to build in order to provide that quality education you want for your child.

Click here to have a college fund needs analysis report

Hi! I am Coach Ron Magsalin.

Part of my advocacy is to promote and propagate Financial Wellness in the country and instilling a culture of wise financial stewardship. I believe in enriching lives by providing awareness on personal growth, financial protection, wealth management, and estate planning.

As a coach, I listen with care. I am inquisitive and clarifying to ensure that the information I gather is understood correctly. It is through responsive listening that I gain valuable insights to help my clients create strategies that will move my clients closer towards their personal and professional goals.