Agent

Understanding annuity

Do you want lump sum, term or lifetime income during your retirement?

Securities, Mutual Funds, IRA, Roth IRA, Transfer 401K/ 403b, Retirement Savings, College Savings Plans, Savings for short or Long Term

When it comes to investing, do you actively manage it or passively? Do you know the rate of return and what does that mean to your money? Do you know the compounding growth of your money or understand the risk and how to manage it? It’s never too early to save for your retirement or your children education plan. Investing require time for your money to grow. Start early!

Estate Planning & Preservation – Easy to use software

Estate planning and preservation start with a will and/or trust. It’s protecting yourself from any legal obligation in the event that you are no longer here or incapable. Have you heard of cases where famous people have passed away without a will or trust? This create chaos for the family members that’s left behind. We don’t need to be wealthy or famous to set up a will and/or trust. Everyone have financial obligation like a house, car, jewelries, bank accounts, anything that is consider an asset. We also have physical, emotional and financial obligation for those who are dependent on us like our kids, pets or parents. Who will take care of them when we die?

College Coaching & Planning Program – Having a personal coach for your child is the key to better college outcome

Having a college coach add value to your child college planning by offering career and aptitude assessment testing, job exploration from department of labor & research. They also provide career guidance assistant, assignment, college selection assistant, funding strategies and help with financial aids reviews & appeal assistance. They will also help the students to apply for certain scholarships to help offset the cost of education.

Workshops – 12 classes for you to learn and apply

Classes offer to give you a better understanding of the financial matters. Complimentary help to review your investment accounts, as well as your insurance policy (policies). We have a total of 9 classes. Please register for the class that interest you the most. All of the classes are free of charge and is offer through webinar.

Business – Group Insurance & Investment

Looking for group life/ health insurance for the business or corporation? We can help with a business financial plan for your company.  Contact us for a consultant regarding business insurance, group retirement/annuity, key person insurance and executive bonus plan.