We will connect the improvement of employee satisfaction and motivation to the growth of the organization!
Our company provides corporate advisory FP services aimed at enhancing employee satisfaction, increasing motivation, and promoting organizational growth through comprehensive employee benefits. We offer consultations regarding financial matters for employees and business owners, asset management for corporations, transactions with financial institutions, life planning for employees, and investment education seminars. Please feel free to reach out to us with your requests. 【Service Contents (for Employees and Business Owners)】 ■ Consultations regarding asset formation (defined contribution pensions, NISA, etc.) ■ Consultations regarding public pensions, etc. ■ Consultations regarding life insurance, etc. ■ Consultations regarding housing loans ■ Consultations regarding inheritance and business succession ■ Introduction to various specialists (tax accountants, lawyers, judicial scriveners, etc.) *For more details, please feel free to contact us.
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【Service Contents (For Corporations)】 ■ Consultation on asset management for corporations ■ Consultation on the use of life insurance ■ Consultation on transactions (loans) with financial institutions ■ Hosting life plan seminars and investment education seminars for employees (up to twice a year) ■ Career consulting for employees ■ Other consultations related to management ■ Introduction of various specialists (tax accountants, social insurance labor consultants, etc.) *For more details, please feel free to contact us.
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Our company serves as the "first consultation window" for retirement funds and inheritance, where we listen to our customers' thoughts and wishes. We collaborate with experts in various fields to propose suitable plans and provide support for implementation to realize the desired future. Specifically, we offer support for retirement fund creation, asset management, and inheritance consulting for smooth and amicable inheritance processes. Please feel free to consult us if you have any requests.