FINANCIAL PLANNING
Cash flow and debt management, tax planning, student loan planning, education planning, estate planning, investments, and risk & insurance planning. Doctors often require expert tax navigation and normalization of debt management.
SPECIALIZED NEEDS
Doctors tend to need specialized financial planning that incorporates appropriate financial products. Insurance and other products will be used to support the goals of the doctor, but are not the foundation of the plan.
MEDICAL COMMONALITY
Servicing over 250+ medical professionals, Eric’s expertise in navigating the financial hurdles of common and not-so-common issues doctors experience will be discussed and addressed throughout the professional relationship together.
TRUSTED AND BACKED BY AXA
I am a Financial Advisor with unlimited support from AXA
AXA Philippines is one of the largest and fastest growing financial services and insurance companies in the country, offering financial security to more than 800,000 individuals
LEARN MORE ABOUT AXA
What I Offer
As your financial advisor, my main goal is to provide you the most personalized approach to ensure your future financial goals are met based on your evolving financial circumstances as a doctor.
STEP 1: CONTACT ME
To Get Started, please contact me using the “Contact Us” section at the bottom of the page. Or, text me at 0999-466-9092.
STEP 3: WORKING TOGETHER
Once fully satisfied, we will work together to build your financial plan. This may include plan designs around tax, education, debt, investments, etc.
STEP 2: SCHEDULED APPOINTMENT
After I receive your message, I will coordinate an initial meeting to discuss your overall financial health and goals – expect a response from me within 12-hours.
STEP 4: CONTINUED CHECKUPS
As your financial circumstances continue to evolve, expect annual checkups and modifications to your financial plan based on your demands and needs at that particular time.
CASE STUDY
The Secret of Success
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CAMERA
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MUSIC CENTER
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MESSAGES
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CHANNELS
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Portfolio
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Project Name
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Project Name
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Client Testimonials
Don’t take our word for it – here’s what our clients say:
Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them.
Eleanor Fant
Company name
Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them.
Brandon Guidelines
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Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them.
Sue Shei
Company name
Like my work? Hire me!
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Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
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