我们的服务

服务对象

Executives

Business Owners

Professionals

Clients in Career Transition

Clients Preparing for Retirement

Clients in Retirement

Special Needs Families

Divorcees

Widows/Widowers

Those Dealing with Inherited Wealth

服务纵览

财务规划

  • Cash flow and debt management including emergency fund planning
  • Risk management including insurance
  • Retirement planning including social security maximization strategies, Medicare and long term care
  • Estate planning including wills and trusts
  • Tax planning before and post retirement to minimize clients’ income, estate, gift and generation-skipping transfer taxes
  • Education/College planning
  • Financial planning for life transitions, i.e. job loss/change, widowed/divorced, inherited wealth
  • Financial planning for families with special need member
  • Planning and guidance for charitable givings that align with your value and fit your overall plan

投资管理

  • Retirement plans such as 401(k) plan
  • IRA
  • Roth IRA
  • Health Savings Accounts
  • 529 college savings plans
  • Bonds
  • Stocks
  • Stock Options
  • Mutual Funds
  • Exchange Traded Funds
  • Real Estate Investment Trusts
  • Annuities
  • Professionally Managed Accounts