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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 28 yrs of expertise. We specialize in 401(k) rollovers that will provide you lifetime income. Our staff are also bilingual in Cantonese & Mandarin.

Financial Planning Bookkeeping Tax Planning Estate Planning Insurances Investments Real Estate Financing Real Estate Consulting Loan Modifications/Short Sales Business Formations Business Law Mortgages

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