JUST
2 Hours of free financial consulting
your offer
2 Hours of free financial consulting with Kevin Ching.
the fine print
Please call and make an appointment.
about Jai Xin Planning Ltd.
Kevin Ching has been in the finance industry for more than 10 years, with vest experience and knowledge. He will sit down with you and analyze your current finance situation and tell you:
- What you need to do differently
- How much you need to save
- What types of retirement accounts to use
- What type of mortgage you should have, if you should pay it off, or refinance
- What type and how much insurance you need (this would include life insurance, long-term care insurance, disability, and sometimes property, casualty, and health insurance)
- How much to keep in your emergency fund
- What changes might improve your tax situation
- What rate of return you will need to earn to achieve your goals over a given time frame
- Whether it makes sense for you to downsize later in life
- What level of investment risk is appropriate for different types of accounts you have
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address: |
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6751 Westminster Highway, Richmond, BC, v7c4v4 |
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call:604-338-6968 |
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mon: 10:00 AM to 05:00 PM tue: 10:00 AM to 05:00 PM wed: 10:00 AM to 05:00 PM thu: 10:00 AM to 05:00 PM fri: 10:00 AM to 05:00 PM sat: Closed sun: Closed |
