A Certified Financial Planner, ,, (CFP) and Chartered Financial Consultant (ChFC) certificant, and also an Investment Advisor Representative, has been in the financial service industry since 1995. A graduate from University of South Alabama with a Master of Business Administration (MBA), core in finance (1995).
And also a graduate of Livingston University with a BS degree in Business Administration emphasis on computer information science.(1993). He's bilingual in English and Chinese. Planning for your financial independence may seem complicated in today's world. A broad knowledge of everything, from a simple saving plan to complex investment strategies and keeping up with constantly evolving new products and tax laws, are required.
And also a graduate of Livingston University with a BS degree in Business Administration emphasis on computer information science.(1993). He's bilingual in English and Chinese. Planning for your financial independence may seem complicated in today's world. A broad knowledge of everything, from a simple saving plan to complex investment strategies and keeping up with constantly evolving new products and tax laws, are required.
Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our clients. We endeavor to know and understand your current financial situation and provide you with only the highest quality information, services, and products to help you at every step of your life long financial journey.
We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial services and products to companies, business owners, and individuals. We believe you, yourself, will be better able to identify your goals and make sound decisions, and to reach them through us providing complex financial information and advice.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Making the most of your employer-sponsored retirement plans such as 401k, 403B, Pension plans, and IRAs.
We cover various money managing related products from Retirement Plans and Education Options to Securities Brokerage and Investments. The following are the list of most used products we provide from various companies. Based on company's specific product's strength and weakness, we'll analyze your individual situation and find the most appropriate products to full fill your needs.
We broker with various life insurance companies and health insurance companies to bring you different level insurance products based on the benefits vs. costs. So you'll be able to get the most competitive products at the current period. And re-evaluate your plan each time going through the same process at your next renew.
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