SERVICES

We provide financial services

FinProlog is a leading financial advisor company. Our trademark is financial services that combine a high degree of professionalism.

Investment Planning


Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.

Estate Planning

 

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Tax Planning

 

Tax planning is the analysis of a financial situation, or plan, from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible.

Retirement Planning

 

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.

Life Events

 

In addition to the invaluable help our staff can provide, we have a pretty awesome online life events planner that can help you plan out your finances. FinProlog provides a variety of calculators and tips to help you accomplish all of your goals.

Financial Advice

 

Taking financial advice is going to cost you. But when it comes to making life-changing financial decisions, it might save you money in the long run.