Meet Junmil Avellana
Founder Life Goals PH
Entrepreneur, Certified Financial Planner, Financial Advisor and Proud Rotarian
As a seasoned businessman, Certified Financial Planner, and trusted Financial Advisor, Junmil brings a unique blend of professionalism and approachability to the table. With a genuine passion for helping individuals achieve their life goals through sound financial planning, Junmil is here to guide you on your financial journey with confidence and ease.
Beyond his impressive credentials, Junmil is also a proud Rotarian, dedicated to giving back to the community and making a positive impact wherever he goes.
At Life Goals PH, Junmil combines expertise with a warm and welcoming approach to provide you with the tools, resources, and support you need to turn your dreams into reality.
Our mission is to guide Filipinos towards financial security and the fulfillment of their life goals. Through comprehensive financial planning and tailored insurance solutions, we aim to equip individuals and families with the knowledge and tools they need to take control of their financial futures. As your dedicated financial advisor, we provide in-depth assessment of your current financial situation, identification of short-term, mid-term, and long-term financial goals, development of a personalized financial roadmap to help you achieve those goals, and ongoing monitoring and adjustments to ensure you stay on track.
We focus on educating you on the importance of life insurance and the different types available, analyzing your insurance needs based on your financial goals and family circumstances, recommending suitable life insurance products, such as term life, whole life, and universal life, and assisting with the application and claims process to ensure a seamless experience. By combining financial planning with insurance expertise, We aim to paint a clear picture of your financial landscape and empower you to make informed decisions that align with your long-term aspirations.
Whether you're looking to protect your loved ones, save for retirement, or simply achieve greater financial stability, We are here to guide you every step of the way.
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