financial strategy

and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him one of the leading financial advisors in the industry intent is to create long-term investment strategies well-suited to each client's unique

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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.

client's unique life situation. Then, using sophisticated financial planning strategies and modern investment portfolio theory, we provide