Nous échangeons sur une problématique spécifique d'ordre financière, juridique, sociale ou fiscale.

Merci de prévoir les documents nécessaires pouvant éclairer votre problématique.

Nous échangeons sur vos projets et objectifs patrimoniaux.

Cet échange permet d’identifier vos besoins à court, moyen et long terme.

Free financial advice session available. An opportunity to speak to one of our experts to discuss Pensions, Investments, Mortgage, Protection & Equity Release.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

Im kostenfreie Kennenlerntermin können Sie uns Ihr Anliegen schildern und wir erläutern unser Beratungskonzept. Der Termin findet als Videokonferenz statt. Nach der Terminbuchung erhalten Sie von uns den Link zur Videokonferenz sowie einen Kennenlernfragebogen.

Ziel des Termins ist zu klären, ob Ihr Anliegen mit unserem Beratungsansatz gelöst werden kann.

Es stehen bei Ihnen große Veränderungen an oder die Veränderungen haben schon stattgefunden und Sie möchten wissen, welche Auswirkungen diese auf Ihre Finanzen haben!  Egal, ob Heirat, Nachwuchs, Selbstständigkeit oder ein anderes großes Ereignis - im Rahmen unseres Dienstleistungspakets Standard oder Premium ist dieser Termin inkludiert.

Im Vorfeld des Termins senden wir Ihnen eine Checkliste zu, damit wir uns auf den Termin optimal vorbereiten können.

Einmal im Jahr bieten wir unseren Kunden der Vermögensverwaltung einen Check an. In diesem Termin berichten wir nicht nur über die Marktentwicklung, sondern sprechen insb. auch über persönliche Veränderungen bei Ihnen, die eine Auswirkung auf die Anlagestrategie haben können.

Der Termin bieten wir persönlich oder als Videokonferenz an.

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.