- Evaluate the composition of your assets and liabilities.
- Analyze your cash flow and debt management.
- Establish a budget.
1The financial plan entails a cost. The suggestions and recommendations included in the customer’s financial plan are provided as advice and offer no guarantee as to the performance of any insurance or investment product that might be purchased as a result of these recommendations. Banco Popular de Puerto Rico, its subsidiaries and/or affiliates, are not engaged in rendering legal, accounting, or tax services advice. If legal, accounting, or tax assistance are required the services of a specialized professional in these areas should be sought. Certain conditions may apply.
2Insurance products are not insured by the FDIC or any other government agency; are not deposits or obligations of, nor are they guaranteed by, the Bank or its subsidiaries and/or affiliates; and are subject to investment risks, including possible loss of the principal invested and/or lose value. When you purchase an investment or insurance product through an affiliate of the Banco Popular, the Premium Banking Advisor may receive financial compensation.