Income Tax Preparation and Planning Accounting Comprehensive Financial Planning (fee-based) College Planning Retirement Planning
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Our goal is to assist our clients achieve their financial success by implementing strategies with insurance & retirement plans based on our 37 yrs of expertise. We specialize in 401(k) rollovers that will provide you lifetime pension income. Our staff are also bilingual in Cantonese & Mandarin.
Specializing in: - Accountants-Certified Public - Tax Return Preparation - Tax Reporting Service - Financial Planning Consultants - Accounting Services - Financial Services
We are Specialized in all type of life insurance, Health insurance, children collage plans , retirement plans , dental and eye insurance plans . We are more financial educator than a selling company. We educator our clients on each and every aspects of these products and services and make sure whatever they buy from us are valued to these clients. Give us an opportunity to serve you .
Many people don’t realize the benefits of professional income tax preparation. They either try to do their taxes themselves or they wait until the last minute and end up paying more than they should. We help both individuals and business owners with their tax filing needs.
Assets preservation and protection. Creating guaranteed, predictable, safe and secure lifetime income. Optimize assets and minimize taxes. Strategies with upside potential and downside protection against market loss.
