Wealth Management 投资顾问 Tax-IRS Enrolled Agent 国税局税务师 Insurance 保险规划

Wealth Management 资产管理，私募固收
Tax Planning 省税退休账户
Insurance 储蓄投资寿险，重疾保险
Medical Insurance 医疗保险（纽约,各州,国际）
Columbia University 曼哈顿哥大独

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About Us

Goals目标

Building Strong Futures财富管理

I start by listening your goals and then review your current portfolios. I have strong research back-office support to generate effective investment strategies for you. You can count on unbiased recommendations and impartial guidance based on your goals.

Building Strong Futures财富管理

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, and reducing financial risk. My goal? stay with you through the process to achieve your goals on financial and tax planning.

Team 专业团队

Building Strong Futures财富管理

Team 专业团队

Since 2005, I've been helping business and individuals safeguard their assets and plan for cash accumulation they want. When I'm not working, I enjoy cooking and hiking.

Frequently Asked Questions

常见问题

Why do I need a Financial Consultant? 金融顾问做什么

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

金融顾问不仅仅提供基本的投资信息，帮助你了解如何实现你的金融目标。我们可以坐下来，依据您的具体情况，投资偏好，金融目标，结合税务要求，设定最佳方案，资金分配实现整体最优。

What are my options? 有什么方案和金融产品

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.

根据您的具体情况和要求，选择哪种方法是适合你的。有效使用：证券投资、私募基金，养老储蓄、税务规划、保险和重疾保障。

Can you help me plan for retirement? 能做退休养老规划吗

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance and estate planning.

我们利用专业的金融工具，根据您期望退休的年龄，保证永续的现金流；协助设立孩子的大学资金529计划；人寿保险和遗产规划，企业的401k有税务优惠的养老账户。