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Pursue Financial Security

We provide financial consultation services, including life insurance, retirement strategies, college funding plans, and estate planning to help our clients pursue financial security.

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  • Retirement Planning

    401(k) or 403(b)/Traditional IRA/ROTH IRA/Roth Conversion/Indexed Annuity

    1 hr

  • College Financial Aid

    Asset Allocation for Financial Aid. Key Points When Filing FAFSA and CSS

    1 hr

  • Tax Planning

    W2 Earner/Business Earner/1099 Independent Contractor/Foreign Asset Taxation

    1 hr

  • Investment Risk Control

    Investment Tax/Long-Term Investment/ Power of Zero/Index Strategy/L-T and S-T Vision in Investment

    1 hr

  • Life Insurance

    Indexed & Variable Life Insurance/Term/Whole Life/Underwriting

    1 hr

  • Annuity Consultation

    Index Annuity/Fixed Annuity/Fixed Index Annuity Products/Variable Annuity

    1 hr

  • Estate Planning

    Gift tax/ A/B Trust/ Charitable Remainder Trust

    1 hr

  • Health & Disabilities Insurance

    Obamacare/Medicare/

    1 hr

  • Long Term Care

    Long Term Care

    1 hr

  • Medicare

    Advantage Plan/Supplemental Plan

    1 hr

  • Social Security

    Child Benefit/Spousal Benefit

    1 hr

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