Shomer Shekalim – Objective Pension Consulting
My job is 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
The advice I offer is objective. I do not work for the insurance companies; I work for my clients and ensure that their interest remains my only priority. For a list of services I offer click here.
If you have any questions or would like to meet about any of the topics below please feel free to contact me at firstname.lastname@example.org or call me at 054-316-3211.
For a library of articles about other financial topics click here