While it is widely known that financial security is essential to one's well-being, very few understand how to reach that level of security with financial planning. Lacking a financial plan can scuttle your efforts to save for retirement, go for a dream vacation, help pay for your children's college education, or even buy a home. Ironically, financial awareness and planning is especially low among lower-middle class who actually need it the most. Contrary to popular belief that lower-middle-income earners don't make enough money to warrant having a financial plan, financial planning can help everyone from any backgrounds and levels of income.
Fundtastic is a committed effort to serve and enhance people's lives especially those of middle and lower-middle classes with quality, applicable, and affordable financial planning. Handled by independent certified financial planner, we offer financial planning with care and thoughtfulness to match client's unique needs. Our tailored approaches implemented and advice given by our best resources to ensure that our clients have the best financial solutions.
If you're interested in enhancing the lives of people from lower-middle classes and having fulfilling career path, join a lively team of young people who #LiveAPurposefulLife, and #DoAWorkThatMatters!
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