Process

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. We first meet with you and gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situations. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

At Magbitang Financial, we put not only our own considerable experience to work on your behalf, but also through Julius Elmer "Joel" M. Magbitang's membership, the knowledge of the elite team of Nautilus Group professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Financial Building Process Worksheet

This is for educational purposes only and not intended as a recommendation for any particular product. All items may not pertain to your particular situation. Please seek tax advice from your tax advisor. Taxes are one of the many items that should be considered when evaluating a financial product for your situation. The Nautilus Group® is a service of New Work Life Insurance Company. 1642437 (06.01.2016)