B&W Financial Planning

Let’s prevent financial tragedy.

Thank you so much UM and AUM

Happy Easter Everyone! 🙏🏻❤️

Join our growing team!
Financial advisor career is open to many people. 💪🏻

Send us a message if you’re interested.

Life insurance protects the people that are financially dependent on you. If your parents, spouse, children or other loved ones would face financial hardship if you die, life insurance should be high on your list.

Below are some of the insurance policies that you can get from us*.

Think about how much you earn each year (and the number of years you plan to remain employed), and purchase a policy to replace that income in the event of your untimely demise. Factor in the cost of burial too, as the unexpected cost is a burden for many families.

*we can check other policies tailored to suit your needs and budget

Very powerful reminder from St. Luke's Medical Center. 👏🏻

Life insurance applications have been on the rise during the coronavirus pandemic.

Generally, the questions to ask yourself before getting life insurance are:

- Will there be a financial hardship for your loved ones if you pass away?

- Do you have a spouse, partner or child depending on your income?

- Did you buy a home with a spouse or partner that is based on two incomes?

"You don't want a loved one to experience the tragedy of losing a loved one in addition to a financial tragedy.”

Allow us to help you prevent a financial tragedy.

Send us a message and we’ll check the best policy tailored to suit your needs and budget. 📝🖤🤍

Got my 1st ever client secured today!

It was so fulfilling since I really love this job. This job is so noble na you’re offering something na hindi lang ikaw as an FA ang mag be-benefit but more importantly yung client mo rin mismo by helping them to construct personalized financial plans. Ang saya na yung inoffer mo, security and protection ng client mo.

My 1st ever client chose the Elite15 Insuravest Plan. 15 kasi 15 YEARS TO PAY LANG siya pero ABOVE AVERAGE PREMIUM PLAN na, LIFETIME COVERAGE pa plus may HIGHER RETURN OF INVESTMENT (ROI) pa! San kapa??!

Congratulations to my millennial client. Bata palang, insured na! I wish ganun din ako nung bata ako.

Ang bilis, dahil upon submission tonight eh activated na agad ang insurance coverage niya.

Kung si Kim Chui ka at pwede kang lumabas lalo na ngaun pandemic, ang sarap sa feeling na insured ka!

While you’re young and healthy, take this opportunity na! Mas mura pa ang insurance, higher ROI, and mabilis ang approval.

Thank you so much again! 🙏🏻

If you’re interested with this insurance policy, feel free to send us a message. We can also discuss options na swak sa coverage na gusto mo and budget na preferred mo.

MISSION:

Help our clients make smart investment and financial peace of mind by delivering tailored objective advice designed to give them confidence to prioritize and attain their life goals.

WHAT WE DO:

Responsible for constructing personalized financial plans that aim to achieve the financial goals of clients. These plans include not only investments but also savings, budget, and insurance. 💵❤️📈

OUR LOGO:

B&W means Black and White. The phrase in black and white — in writing or in print, and regarded as more reliable, credible, or formal than by word of mouth.

Arrow: signifies strength of purpose and uptrend profit