Shomer Shekalim: Objective Pension Consultant

About

My job it to make sense of the Israeli Pension and Insurance system and assist Israelis in using that information to take control of their finances. I assist my clients in: – Choosing the right pension for them and making sure the money is invested wisely and in accordance with my clients’ needs – Reviewing the insurance in the pension, purchasing supplemental insurance and getting rid of unnecessary insurance – Minimizing fees, saving many clients hundreds of thousands of shekels over the life of their pensions Do you have a question about your pension? Call me at 052-790-6824 for a free 15 minute consultation. Services I offer: Pension / Hishtalmut / Insurance Review: NIS 1,000 If you’re looking to get an objective review of your pension, its investments and insurance, and the fees you’re paying then this is the option for you. We meet once (either in person or via skype) to review your pension, keren shihtalmut and life and heal insurances. During this conversation I will work with you to ensure you understand everything you have as well as the various options available in the marketplace. As per Israeli law, all advice comes with a written summary for future reference. Pension Consulting Starter Package: NIS 1,800 This is the ideal kind of pension advice for someone who has a pension or is about to get one and just needs someone to take a quick look at the investment strategies, insurance in the pension and fees. This service includes the following three steps: Explaining the Israeli pension system and reviewing and/or choosing your pension Negotiating fees and ensuring that your pension is set up correctly with the proper investments and insurance A follow up meeting one you recieve your first report (דו”ח) from your pension company to make sure everything was set up correctly Thorough Pension Consulting and Insurance Review: NIS 3,600 If you have a family, a pension and a host of potential insurance options being thrown at you, this is the ideal plan for you.

Service Areas

• Jerusalem