As has been shown, Alan’s unique financial planning process for wealth management starts with getting to know you and your particular financial goals, objectives, and investment style.
On this website, Alan has included several resources which will help prepare you for an initial consultation with him. In order to stay up-to-date, Alan has provided Newsletter, which can be found Pak’s Literature page on this website.
http://www.alanpak.com/category/literature
Most potential clients have enjoyed reading from the Library, especially on topics such as wealth management, family trust, financial advisory services, retirement planning and estate planning. Readers will find fundamental finance knowledge here as well as current changes to tax law, prepared by Alan’s affiliated business associations.
Finally, people planning for their financial futures will benefit from reading the various case studies listed here. One of the most popular ones involves how Alan’s team created a custom solution for an individual worried about the future care of an estate. A concerned client was not confident that the substantial wealth he had built up over the decades would be put to good use by the next generation. Instead of exposing the account to unnecessary risk, the team fashioned a custom-made annuity with high stable element and safe investment element to be distributed over time in a protected manner using a Family Trust. Anyone in family involved in dispute over family wealth will be excluded from the benefits of the Trust. The real value that this created was peace of mind, a sustainable living for the next generation, and a comfortable retirement for Alan’s client.
