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8 Otu Kofi Link Kuku Hill Osu Accra, Ghana
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Wealth Management
how we help
Our advisor will help you prepare for life’s major financial milestones and every moment in between.
Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. A Frontline Capital financial advisor can pull it all together with sophisticated advice and a detailed plan for the long term.
Wealth Management Services
Growing My Wealth
Building an investment portfolio can be a complex endeavor. Your advisor will help you select the right type of account, choose an appropriate asset allocation* and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life events call for adjustments – making sure you stay on track.
No matter what you’re investing for, your Frontline Capital advisor will be your partner, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance.
Preserving My Wealth
You’ve worked hard to successfully grow your wealth and you want to preserve it – to feel secure about the future. Your Frontline Capital advisor has the expertise and resources to help you transition to a more conservative investment approach, one that helps you meet your income and liquidity needs while thoughtfully pursuing growth. An effective wealth management strategy also considers the role insurance and estate planning can play in mitigating risk, and plans for any scenario that might cause you to worry. Together, you and your advisor will plan for all of life’s events – the expected and the unexpected.
Planning for Retirement
Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that might include travel to once-in-a-lifetime destinations. As we live longer, we also must consider the increasing costs of healthcare and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. Your Frontline Capital advisor has the expertise and resources to help you plan for all of the things you want to do.
Providing for Family
Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, your Frontline Capital advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.
Managing My Estate
It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. Your Frontline Capital advisor can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.
Growing My Business
Your work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public, your Frontline Capital advisor has the capabilities and resources to help your business reach the next level.
Services
Contacts
Visit Us Daily
201A Yiyiwa Drive, Abelemkpe, Accra, Ghana
Have Any Questions?
+233 (0) 302 766 761/2
Mail Us
info@frontlineadvisorsgh.com