INTRODUCTION:

We are a Christian-based Financial Services Company.  We believe in God first, Family second and everything else third.  Our mission is to create wealth for families in a Spirit of Excellence, Integrity in our Souls, Skills in our Hands, and Passion in our Hearts for our families.  We have approximately 10,000 associates and 35+ team member locations & offices across the Philippines from Aparri to General Santos.  We offer a variety of financial and insurance-related needs and help families strategize for their future! God bless and we hope to hear from you soon!

PANGASINAN BRANCH OFFICE

LINKS:

Suite #7, Chuchip Bldg., Arellano St., Dagupan Tele/fax = (075) 515-4451, across from Pedritos Restaurant and next to Nel-Ars Bldg.

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FEATURED TOPIC: DEVELOPING AN INVESTMENT STRATEGY Develop a portfolio through life with a short-term plan, an intermediate-term plan, and a long-term plan.  A short-term plan has a time frame of less than two years and therefore has liquidity without penalties. But because of this liquidity, expect relatively low rate of returns and getting taxed yearly.  An intermediate-term plan should have a time frame of 2-7 years.  It too should have liquidity and therefore be taxed, but it should have a goal of higher rate of returns.  Long-term plans have a time frame of 7+ years.  With this particular plan you should NOT consider withdrawing money within those 7 years.  Because of this limited liquidity, have a goal of higher rate of returns and make sure that it not only grows tax-free, but you pull out your money tax-free too!  When planning your future financially, not only do you have to take the above time horizons under consideration, but also your risk tolerance, and many other factors that your licensed investment professional can help you understand.  Don't take chances, find out how money works.  Call us today!