Design your Finances

Licensed Pension Insurance agent, Financial Planning, Retirement planning.
Including pension funds, manager insurance, Keren Hishtalmut, Kupot Gemel, health insurance, life insurance, private savings and investments.
I work with the Israeli insurance companies and investment firms.

How does it work:
1. We meet and map out your financial assets, needs and goals
2. Then I get to work and present to you a plan which includes how to reach your financial goals, while taking into account tax benefits, insurance and the need to prepare for a rainy day.
As well as investment restraints to those relevant (dual American citizenship etc.)
3. I implement the plan and from then on we meet every few months to go over the plan's status. Also to validate it and make changes\additions etc. according to changes in the market, economy and personal changes you may have along the years.

I'd love to chat and answer questions you may have