Wealth management services guided by strategic planning
My service is not a collection of isolated products, but an interconnected, dynamic system. We begin with a holistic understanding of you, and then tailor solutions to cover all aspects of your financial life.
Retirement Planning
Individual or corporate retirement accounts
Insurance Planning
Life insurance, long-term care insurance
Heritage Planning
Estate transfer and trust
Comprehensive Wealth Planning
Dynamic tax strategies
Risk Management and Succession Planning
This is the starting point and core of all our work. We will systematically analyze your current financial situation, clarify your long-term and short-term goals, and build a clear and actionable roadmap. Services include:
Financial Goal Setting and Feasibility Analysis
Portfolio strategies and asset allocation
Retirement income planning (401k, IRA, Roth IRA)
Support for major financial decisions (such as purchasing a house or starting a business).
Children's Education Fund Planning
As your Federal Certified Tax Agent (EA), I go beyond simply filing returns; I look to the future. I integrate tax planning into your investments, real estate, and retirement plans, proactively seeking legal opportunities for tax optimization. Services include:
Year-round tax planning and consulting
Tax optimization related to investment
Tax strategies for real estate purchases and holding periods
Tax Filing for Individuals, Families and Small Businesses
Wealth growth requires both "accelerator" and "brakes." I will help you comprehensively review your family's financial safety net and ensure your wealth can be passed on to the next generation according to your wishes. Services include:
Comprehensive assessment of life, retirement, and long-term care insurance
Asset protection strategy
Foundations of Estate Planning (Introduction to the concepts of trusts and wills)
Multigenerational wealth transfer plan design
