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100년 기업의 내일을 위해
대표님의 회사도
체계적인 준비가 필요합니다.
기업재해보장
경영인정기
밸런스 종신
변액 유니버설 종신
VVIP 상속종신
더착한 종신
더행복 종신
삼성생애보장
탄탄한 변액연금
다드림・다모은
플러스원 건강
치매・간병・요양
Whole Life 신탁
정책자금
기업인증
퇴직연금
6개 분야별
전문가그룹이
high-end
컨설팅 서비스를
제공합니다.
Investments and Portfolios
Proposing stable investment products based on investment strategies
- Presenting customized products by investment propensity
- Regular rebalancing and yield management
Proposal of customized products for each customer using trusts
Tax
Real estate burden gift
Income tax savings strategies
Comprehensive financial income tax
Real Estates
Real estate tax savings strategies
- Selling/buying strategies, property taxes, etc.
Real estate property analysis consulting
- How to use and manage rental income
Retiring
Strategies to secure retirement stability
- Retirement living expenses analysis
Retirement asset management strategies
- Financial health at retirement
Inheritance Gift
Inheritance Tax Savings Strategy Proposals
- Inherited property valuation
- Inheritance tax simulation
- Pre-gift execution review and presentation
Business Operation
Corporate/sole proprietors' tax savings strategies
- Enterprise operation risk assessment
- Establishing an equity structure and reviewing corporate conversion
Efficient family succession strategies