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   Financial Planning

Our Group of financial professionals include experienced financial consultants graduated from renowned Wharton School of Business at University of Pennsylvania, and Princeton University, having handled hundreds of millions of dollars in both private and public sectors. We also have an author of a book on national economy, housing & mortgage which drew numerous national media interviews and articles.

Professional Services include:

  • Providing all kinds of financial and investment advice
  • Retirement planning
  • Estate Planning
  • Insurance – medical, life, long–term care and long term disability
  • Mortgage Planning and consultation
  • Trust – set up and management
  • Tax consultation
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