

BLACK KEY
FINANCE
You have a goal, we have the plan.
我们的财务管理目标
帮助客户合法规避法律及税务风险与挑战;
在稳固客户资产的基础上,结合风险控制,寻求合理的回报
OUR
PLANS
Management a family's or individual's income and expenses, and ensure funds are available for savings and investment.
TAX PLANNING
Exercise undertaken to minimize tax liability through the best use of all available allowances, deductions, exclusions, exemptions, etc., to reduce income and/or capital gains.
RETIREMENT & EDUCATION PLANNING
Process of determining retirement income goals & the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.
RISK MANAGEMENT
To avoid, minimize or protect yourself and your family from risk. The risk might be due to loss of family income from death, disability, illness, legal action, or other circumstances beyond your control.
ESTATE PLANNING
The collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.
INVESTMENT PLANNING
The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return. Ideally, proper investment planning will allow the investor's funds to produce financial rewards over time.
*The services of providing Mutual Funds are offered through 3i Financial Investment Services Inc.
**The services of providing life insurance and segregated funds are offered through IDC Worldsource Insurance Network, details presented at insurance partners of Black Key Financial Consulting Inc.

Why Black Key?
VISION
Everything you need to know is to take control of your tax situation and financial future. You can leverage our professional experience and knowledge to help you to reach your goals, step by step
MISSON
Education by our knowledge, guidance by our expertise, efficiency to invest your money and growth your assets with us

