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A Financial Planner is a professional adviser who forms many types of |
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personal financial plans for clients based on their financial information, life |
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design and wishes. These plans include but not limited to: investments, |
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insurance coverage, education funding, mortgages, pension, inheritance
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tax strategies. A Financial Planner also assists in the implementation
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plan as well as in the review process that should be done on a regular
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◆About Us |
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◆Contact Us |
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The role of Financial Planner is to assist clients with the financial aspects |
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of implementing their long-term plans in order to help lead to a more |
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fulfilling life, Clients' interests are the priority of a Financial Planner,
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personal information is kept confidential. |
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In the U.S., a Financial Planner is considered to be the most reliable
adviser |
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in the area of financial planning, and is gradually recognized as a valuable |
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consultant in Japan as well. |
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FP Global Research, Inc. is not under the influence of any financial institution |
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As financial planners, we create and recommend the most suitable plan for |
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your long-term goals. |
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FP Global Research, Inc. is run and operated by a CFP (R) certificant and
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member of the Japan Association of Financial Planners, the counterpart
of |
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the Certified Financial Planner Board of Standards, Inc. in the U.S.A. |
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We can advise you in a comprehensive manner covering a wide range of |
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aspects of financial planning with your needs and goals in mind. |
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