We are actively being used by major listed companies.
We provide FP services for corporations and organizations. We will incorporate the welfare programs of each organization and share actual consultation cases as well. Our seminars are characterized by being specific, interesting, engaging, and easy to understand. Please feel free to contact us if you have any requests. 【Features】 - A total of 158 seminar achievements for government agencies, private companies, educational institutions, etc. in the fiscal year 2016. - As of May 1, 2021, we have 23 advisory contracts with listed companies and other organizations (total membership of approximately 103,000 people). - Established in 2002. A pioneer in independent FP corporations. *For more details, please feel free to contact us.
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basic information
【Service Content】 ■ Life Plan Seminar Service - We will explain information that is closely related to daily life, such as understanding insurance, housing loans, how to read withholding tax slips, and basic knowledge of pensions, in an easy-to-understand manner. - By listening and comparing it with your own situation, it will provide an opportunity to raise awareness of issues and foster a desire to take improvement actions. ■ Seminar Operation Support Service (In-house Scheme) - Instead of outsourcing instructors, we provide know-how and materials to enable the organization to hold seminars internally. - We will develop personnel to take on the role of instructors. ■ Advisory Contract Service - When members wish for individual consultations, a financial planner with specialized knowledge will assist in resolving issues. *Please feel free to contact us for more details.
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Company information
Our company is an independent financial planning firm formed by a group of professional financial planners. As money doctors providing neutral and fair financial planning advice from the client's perspective, we strive to protect our clients' financial interests to the best of our ability. Please feel free to contact us if you have any requests.