FINANCIAL PLANNING

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Why do you need Financial Planning?

Your financial situation faces three major matters that need to be resolved.

Tax - How to minimize your income tax (Earn Income or Investment Income)?
Investment - How to do proper investment?
Protection - How to protect your assets?

According to statistics, most people do not have a proper financial plan. If you come to us for a first time FREE CONSULTATION, you will see the difference and understand the benefits.

WHY CHOOSE US?

We are a CPA firm which provides a one stop Financial Service. Based upon your financial situation, we will design the best financial package for you and give you the best advice on tax saving strategies to fit your needs. We believe it is very important because Financial Planning becomes powerful only when it combines with tax saving strategies.

1. How to maximize income based on the current financial resource and pays less income tax?
If you do not have a lot of money, but you want to maximize your investment income, and pay less of tax or even be free of tax, we will give you our best advice.

2. Do you pay too much income tax?
If you have a lot of financial resources and pay a lot of income tax every year, we ask you come to see us. We will use IRS Code Section to help you save the tremendous income tax.

3. Do you need to protect your assets?
We will help you to set up an asset protection plan. Please call us for the personal consultation.

RETIREMENT AND ESTATE PLANNING:
Everyone will retire sooner or later. Do you have enough money to retire? We will help you to build up financial security based on your present financial situation. Even if you are "comfortable", do you have a good estate planning? If not, DO IT AS SOON AS POSSIBLE!!! Good estate planning will save you a lot of tax and you can transfer assets to your love ones.

BEFORE AND AFTER IMMIGRATION FINANCIAL PLANNING:
This is an Asian CPA specialty. Most people do not know how to do financial and tax planning before they immigrate to USA or fiscal planning after they immigrate. Knowing what needs to be done save you a lot of tax money.

OVERSEA FINANCE TRANSFER AND PLANNING:
Even if you don't want to immigrate to USA, but you want to invest or transfer your money to the United States, contact us for consultation. A good plan to transfer money between countries will save you tax.