Who Are Our Clients

                                                                          Married with Children

College Savings Plan
             Retirement Savings Accumulation           
Life Insurance Protection

Baby Boomers

Is Money in the Right Place?
Do I Have Diversified Portfolio?
Retirement Readiness Roadmap
Building Nest Eggs and Wealth Management
Tax Saving Strategies & Income Tax Planning
                                                  Building Retirement Income to Last a Lifetime
         

  Age 50 plus and Beyond

Catch Up Retirement Savings
Long Term Care Insurance Planning
             Inheritance, Estate, Trust, Gift & Taxation
           Inherited IRAs, IRA Rollovers, IRA Distributions
                                                  Asset Allocation, Portfolio Management
 

   Golden Years Retirees

Estate Preservation
Income for Life Planning
IRA Required Minimum Distributions and Taxation 
Family Wealth Transfers
Legacy Planning

                                Life in Transitions

Financial Issues on Divorce and Property Settlement
401 K plan Rollover on Changing Employment
Financial Issues on Death of Loved ones/spouse
Financial & Tax Implication on Legal Settlements

Public & Private Sector Employee

                        Public Pension Plans
                                          Workplace Employer Retirement Plans 
                                         401K Rollovers and Lump Sum Distributions
                                          CalSTRS, CalPers, TSP, 457 Retirement Plan
IRA Rollovers

Small Business Owners, Sefl-Empolyed and Professionals

Setting Up Small Business Owners Retirement Plans
Tax Planning & Tax Preparations
Investment & Portfolio Review
Wealth Management
Family Wealth Transfers