介绍：我是 CFP (Certified Financial Planner),服务 Irvine, Orange County, LA County 华人客户. 专精华人各人或公司行号财务规划如下:

Personal Planning For:
- Life Insurance Needs 保险需求
- College Funding 教育基金设立
- Retirement Planning 个人退休账户设立
- 401(k)s Rollover, IRA, Roth IRA Transfer, Roth IRA Conversion
- Pension Maximization
- Estate Planning 遗产规划
- Charitable Giving

Business Planning For:
- Qualified Plan Funding
SEPS
401(k)s
Keoghs
Pensions
- Key Person Protection
- Executive Bonus
- Buy-Sell Funding
- Deferred Compensation
- Voluntary Payroll Deduction Programs

Products Offered:
- Individual Life Insurance
- Health Insurance
- Fixed and Immediate and Future Income Annuities
- Disability Income Insurance
- Long-term Care Insurance

- Variable Universal Life
- Variable Annuities
- Mutual Funds
- 529 Plans