About WM Center

WM Center performs financial planning and asset consulting services
that are most suitable for customers by comparing, reviewing,
and selecting financial, real estate, tax, and legal services and products.

Consulting of WM Center Financial consulting that can realize a customer's personal and social goals simultaneously is available.
WM Center provides financial consulting that can realize a customer's personal and social goals simultaneously while providing private and corporate consulting at the same time.

What is CFP? CFP is a financial expert who provides help in achieving financial goals. CFP performs comprehensive financial planning, including investment, insurance, retirement, taxation, and inheritance, and CFP certification is a globally accepted financial planning qualification, recognized in over 26 countries. A⁺ asset WM Center is an expert group consisting of only CFP qualified individuals to identify various needs of customers and provide optimal asset consulting services.

Private consulting

Corporate consulting

Retirement Plan

01
Checks the goal
after
retirement

02
Collects financial status and personal information data

03
Calculates
retirement funds

04
Builds a retirement assets portfolio

05
Implements
retirement planning

06
Monitors

Customer goals realization

Investment Plan

01
Establishes financial goals, the priority of investment and investment period

02
Identifies the customer's financial situation and risk

03
Prepares asset allocation strategy and investment guidelines

04
Establishes portfolio selects a product

05
Implements investment strategy

06
Checks investment performance

Customer goals realization

Inheritance/Gift Plan

01
Establishes
inheritance planning goals

02
Collects family situation and financial situation

03
Analyzes and
evaluates

04
Seeks strategies for a tax reduction of inheritance tax and gift tax

05
Proposes alternatives to inheritance/gift planning

06
Implements and reviews

Customer goals realization