Lump Sum Event

Who will advise, coach, educate, and guide you best?

This is a crossroads, and you have an amazing number of directions you can head in. Multiple routes. Compelling opportunities. And you know they’re out there, even if you can’t see them: risks. Obstacles. Hazards. Pitfalls.

What you need now is clarity. Someone objective, independent, a trusted ally. An advisor who can give you full attention. Whose focus is on helping you achieve your lifestyle goals. A manager for all those complexities that can threaten your financial security over the long term.

Proximity clients of affluence have the advantage of our comprehensive investment services, including:

Financial planning

Portfolio and asset management

Financial instruments advisory services

Taxation

Lump sum distribution

Charitable giving

Retirement planning