Costa Rica Financial Planning

We help people moving to Costa Rica do the following things:

1. Setup pension requirement
2. Setup actively managed fee based investment account
3. Setup Bank accounts in US and Costa Rica ,"we refer you to international bank and work with them"
4. Link pension and asset accounts to appropriate bank account
5. Setup appropriate life insurance for estate
6. Refer to real estate agent in Costa Rica
7. Setup self funded mortgage

Contact us for more information:

Our goal is to fulfill your needs. The information you provide to us will be held in strictest confidence and will NOT be shared with any other business concern.

Help us help you! Please fill out this 2-minute form so we may view your inquiry seriously. We will give priority to those complete and detailed inquiries, assuring prompt and continued communication. The more information you give us, the better understanding we will have to assist you. Serious inquiries only please.

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IDENTIFYING YOUR IDEAL PROPERTY AND INTENDED USE:
Have you been to CR before? yes    no
Select your preferred geographic location: Coastal Central Valley No Preference
Are you looking to: Buy or Rent ?
Purpose of Acquisition (Please mark as many options as you think appropriate):
Primary Residence Second Residence / Vacation Generate Rental Income Re-sale Increase Investment Portfolio How many properties do you currently own? Select 1 2 3 4 5 6 7 8 9 10 10+ Where:
PRICING PARAMETERS AND FINANCING OPTIONS
If buying, what is your price range?	Select a range Up to US$100,000 From US$100,000 to US$200,000 From US$200,000 to US$350,000 From US$350,000 to US$500,000 US$500,000-US$1,000,000 US$1MM-US$2MM US$2MM-US$3MM US$3MM-US$5MM US$5MM+
If renting or leasing what is your monthly price range?	Select a range Up to US$1,000 US$1,000-US$1,500 US$1,500-US$2,000 US$2,000-US$2,500 US$2,500-US$3,500 US$3,500-US$5,000 US$5,000-US$7,500 US$7,500-US$10,000 US$10,000+
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