评论 12
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N
6 几个月前

I can't say enough good things about Ais Planning....

I can't say enough good things about Ais Planning. Their services have been absolutely fantastic! 💯 The team is extremely professional and their attention to detail is unmatched. I highly recommend Ais Planning for all your planning needs. 👍

R
8 几个月前

Ais Planning has been a great asset to our company...

Ais Planning has been a great asset to our company. Their expertise and assistance in planning has helped us streamline our operations and improve efficiency. The team is very responsive and always delivers high-quality work. We highly recommend their services.

C
8 几个月前

I want to express my gratitude for the great servi...

I want to express my gratitude for the great service I received from Ais Planning. They were extremely helpful and went above and beyond to ensure that all my needs were met. The team was very knowledgeable and provided me with all the information I needed. I would highly recommend their services to anyone looking for top-notch planning solutions.

T
11 几个月前

I have been very impressed with the services provi...

I have been very impressed with the services provided by Ais Planning. The team is knowledgeable, professional, and always available to answer any questions or concerns. The level of detail and accuracy in their work is exceptional. I would highly recommend Ais Planning to anyone in need of their services.

S
12 几个月前

Ais Planning has been an absolute game-changer for...

Ais Planning has been an absolute game-changer for our company. Their services have helped us streamline our processes and achieve our goals more efficiently. The team is highly knowledgeable and provides excellent support. We are extremely satisfied with their work.

T
1年以前

I am so impressed with the level of professionalis...

I am so impressed with the level of professionalism and expertise provided by Ais Planning. They have been extremely helpful in assisting our company with their planning services. The attention to detail and quality of work is outstanding. I would highly recommend them to anyone.

A
1年以前

I've had a great experience with Ais Planning. The...

I've had a great experience with Ais Planning. Their planning services are top-notch, and the team is highly professional and efficient. They have helped us achieve our goals and improve our operations. I would not hesitate to recommend Ais Planning to others.

S
1年以前

Ais Planning is a reliable and trustworthy partner...

Ais Planning is a reliable and trustworthy partner for all our planning needs. The team is knowledgeable, efficient, and goes above and beyond to ensure our satisfaction. We are extremely pleased with their service and would highly recommend them.

J
1年以前

I recently used this planning service and found it...

I recently used this planning service and found it to be extremely helpful. The team at Ais Planning was knowledgeable and provided me with all the information I needed. I appreciated their attention to detail and prompt response to my inquiries. I would definitely recommend their services.

J
1年以前

👍 Ais Planning has exceeded my expectations in eve...

👍 Ais Planning has exceeded my expectations in every way. Their planning services are top-notch and their team is always willing to go the extra mile. I appreciate their commitment to excellence and their ability to deliver results. Highly recommended! 💯

W
1年以前

I've been using Ais Planning for our company's pla...

I've been using Ais Planning for our company's planning needs, and I must say, they have been exceptional. Their attention to detail and professionalism is unmatched. Their team is always available to assist and provides quick responses to any queries. Highly recommended!

关于Ais planning

Ais Planning:您值得信赖的财务规划合作伙伴

您是否正在寻找可以帮助您实现财务目标的可靠财务规划师?看看 AIS 规划就知道了。我们是位于明尼苏达州圣克劳德的认证财务规划师 (CFP®) 团队,致力于为个人和企业提供个性化和全面的财务规划服务。

在 AIS Planning,我们了解每个客户都有独特的财务需求和目标。这就是为什么我们会花时间在个人层面上了解我们的客户,然后再制定符合他们目标的定制计划。无论您是计划退休、为孩子的教育储蓄,还是创业,我们都有专业知识和经验来指导您完成整个过程的每一步。

我们的服务

我们提供范围广泛的财务规划服务,旨在满足客户的不同需求。我们的一些主要服务包括:

投资管理:我们的投资管理服务旨在帮助客户随着时间的推移积累财富,同时将风险降至最低。我们采用严格的方法,专注于资产配置、多元化和税收效率。

退休规划:我们通过制定能够最大限度地发挥储蓄潜力同时最大限度地减少税收的策略,帮助客户规划退休生活。我们的目标是确保我们的客户能够舒适地退休,而不必担心钱花光。

遗产规划:我们与客户合作制定遗产规划,以保护他们的资产并确保他们的愿望在他们去世后得以实现。我们的遗产规划服务包括遗嘱、信托、授权书等。

保险分析:我们分析客户的保险需求,包括人寿保险和伤残收入保障政策,以便他们为意外情况做好准备。

税务规划:我们的税务规划策略旨在通过利用现行法律下可用的扣除额来减少税收,同时确保遵守所有适用法规。

为什么选择 AIS 规划?

在财务规划方面,AIS Planning 是正确选择的原因有很多:

专业——我们团队的所有成员都持有CFP®认证,这意味着他们在个人理财管理相关的各个方面都经过了严格的培训。
经验 - 拥有多年与来自不同行业不同背景的人一起工作的宝贵经验。
个性化服务 - 在 AIS Planning,我们相信每个客户都值得单独关注,因此我们提供专门为满足每个客户的独特需求而量身定制的个性化服务。
透明度 - 在与我们合作的每个阶段,我们都保持透明度,包括收费以及与实现既定目标有关的任何其他相关信息。
承诺——作为一个独立的公司,不受任何特定产品或服务供应商的束缚;这使我们在推荐最适合满足特定要求的产品或解决方案时具有更大的灵活性。


结论

总之,如果您正在寻找一个经验丰富的团队,他们会在您实现长期财务目标的整个过程中与您一起不知疲倦地工作,那么 AisPlanning 就是您的最佳选择!立即致电 (320) 281-4175 或访问 www.AisPlanning.com 联系我们,这样我们的一位专家可以协助安排约会,我们将一起讨论如何最好地合作向前发展!

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