Your Financial Journey
Begins Here
The Path to Your Success
Everyone has their own pursuits in life. Financial freedom and prosperity can safeguard the lifestyles of individuals, families, and future generations while also contributing to communities and public welfare. Through comprehensive planning and professional services, we can assist you in achieving your personal, family, and business financial goals
人生各有追求，财务的自由和富足
既可以保障个人、家庭和后代的生
活，也可以为社会、为公益做出自
己的贡献。通过全方位的规划安
排，专业的服务，我们可以帮助你
达成个人， 家庭和企业的财务目
标。
财富积累
Accumulation
财富保留
Preservation
财富传承
Distribution
完善的财务规划和良好的实施不仅可以提供生活的稳定性和安全感，还可以提高现在和未来的整体生活质量。
Financial planning is indeed an integral part of lifestyle planning. It involves setting long-term financial goals, managing money effectively, and making informed decisions to achieve the desired quality of life. By creating a financial plan, individuals can allocate their resources wisely, save for important milestones, and prioritize expenses based on their values and aspirations. A well-executed financial plan can not only provide stability and security but also enhance one’s overall quality of life, both now and in the future. Therefore, it’s essential to integrate financial planning into the broader aspect of lifestyle planning.
Retirement 退休
退休计划是财务规划最重要的一环，不仅仅在于妥善的退休计划不仅可以为您建立终身收入来源，降低风险，安享退休生活，退休计划还有各种税务的好处，如抵税、延税和免税。我们为个人、家庭、自雇业者和小企业提供各种省税退休计划，包括DB, 401K, SEP, IRA等。我们的产品包括各种年金和共同基金以及其它另类投资。
Insurance 保险
天有不测风云，人有旦夕祸福。保险是个人和家庭理财的基石，为家庭提供财务保障。法律赋予保险特有的税务优惠，它也是财富传承、遗产规划和资产保障的有力武器。我们代理全美数十家A级保险公司的人寿保险、长期护理保险，为您量身定制合适的保险计划，货比三家，并提供持久的后续服务，免除您的后顾之忧。
Tax 税务
美国万万税，不仅有所得税、增值税、赠与税等，死后还有遗产税、继承税，不仅有联邦税，很多州还有州税，一些城市还有city tax. 如何合法、合理的省税是整体财务规划最重要的考量。我们专注于整体的税务规划，因为税后的资产和收入才是真正的可支配收入和资产，是达成您财务目标的关键。
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