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.

Fields with asterisks ( * ) are required.

Contact Information :
First Name: *
Last Name: *
E-mail: *
Verify E-mail: *
Contact number: *
Country:	Select one United States Costa Rica Canada ------------- Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua And Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia And Herzegowina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Canada Cambodia Cameroon Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos (Keeling) Islands Costa Rica Colombia Comoros Congo Cook Islands Cote D'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France France, Metropolitan French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Heard And Mc Donald Islands Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati North Korea South Korea Kuwait Kyrgyzstan Lao People's Republic Latvia Lebanon Lesotho Liberia Libyan Arab Jamahiriya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island Northern Mariana Islands Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Reunion Romania Russian Federation Rwanda Saint Kitts And Nevis Saint Lucia Saint Vincent And The Grenadines Samoa San Marino Sao Tome And Principe Saudi Arabia Senegal Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia And The South Sandwich Islands Spain Sri Lanka St Helena St Pierre and Miquelon Sudan Suriname Svalbard And Jan Mayen Islands Swaziland Sweden Switzerland Syrian Arab Republic Taiwan Tajikistan Tanzania Thailand Togo Tokelau Tonga Trinidad And Tobago Tunisia Turkey Turkmenistan Turks And Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United States United Kingdom United States Minor Outlying Islands Uruguay Uzbekistan Vanuatu Vatican City State Venezuela Viet Nam Virgin Islands (British) Virgin Islands (U.S.) Wallis And Futuna Islands Western Sahara Yemen Zaire Zambia Zimbabwe Other-Not Shown
Street Address:
City/Town:
State/Province (Canada): *  Select One Alberta British Columbia Manitoba New Brunswick Newfoundland Nova Scotia Nunavut Northwest Territories Ontario Prince Edward Island Quebec Saskatchewan Yukon State/Province (Costa Rica): * Select One San Jose Alajuela Heredia Cartago Limon Guanacaste Puntarenas State/Province (Usa): *  Select One AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY AA AE AP AS FM GU MH MP PR PW VI State/Province:
Zip/postal code:
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+
Comments / Questions / Further Property Description:
Security Code:   Verify Code: