We deliver personalized financial planning and investment management services to address the unique needs of immigrant families.
As a member of an immigrant family, your experience and your needs are unique. For starters, you love and value your family above everything else because you know the sacrifice your parents made in a strange land with a strange tongue to allow you to flourish and become the person you are today. Perhaps they worked in jobs or businesses that were "beneath them." Or, they may have worked long hours with little rest with herculean frugality.
Whatever your story is, you want to manage your finance responsibly to make sure your family is cared for. To this end, we can provide ongoing planning and guidance to help achieve your most important goals in alignment with your deeply held values.
Whatever your story is, you want to manage your finance responsibly to make sure your family is cared for. To this end, we can provide ongoing planning and guidance to help achieve your most important goals in alignment with your deeply held values.
Summary of Deliverables
// Comprehensive financial planning*
// Building and managing your investment portfolios
// Saving for your children's college expenses
// Optimizing stock grants, 401(k) and other employee benefits from your work
// Getting started on or updating your/your parents' estate plan
// Minimizing your income and estate taxes
// Evaluating the right amounts and types of insurance
// Setting up and managing a 401(k) plan for your business
// Planning for an eventual transition out of your business
// Building and managing your investment portfolios
// Saving for your children's college expenses
// Optimizing stock grants, 401(k) and other employee benefits from your work
// Getting started on or updating your/your parents' estate plan
// Minimizing your income and estate taxes
// Evaluating the right amounts and types of insurance
// Setting up and managing a 401(k) plan for your business
// Planning for an eventual transition out of your business
* By COMPREHENSIVE FINANCIAL PLANNING, we mean holistically integrating RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENT PLANNING, TAX PLANNING, EDUCATION PLANNING, and INSURANCE PLANNING. Additionally, we consider variables for each client situation such as family status, net worth, income level, life or professional stage, and other circumstances like health issues, aging parents, special needs children, etc.