We deliver personalized financial advisory services to immigrant families.
As a part of an immigrant family, your experience and your needs are unique. For starters, you love and value your family more than anything because you've seen the sacrifice your parents (or grandparents) 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 or recognition to make life better for you and the future generation. To top it off, they did it all with herculean frugality.
Whatever your story is, you want to manage your finances responsibly to make sure your family is cared for.
We get it. We understand because we're children of an immigrant family, too. We invite you to work with us. Let us help achieve your most important goals in alignment with your deeply held values.
Whatever your story is, you want to manage your finances responsibly to make sure your family is cared for.
We get it. We understand because we're children of an immigrant family, too. We invite you to work with us. Let us help achieve your most important goals in alignment with your deeply held values.
Summary of Deliverables
// Advisors who know the joys and challenges of immigrant family experiences
// Comprehensive financial planning*
// Building and managing your investment portfolios
// Saving for your children's college
// Optimizing stock grants, 401(k) and other benefits from your work
// Estate planning for you or your parents**
// Minimizing your income and estate taxes**
// Evaluating the right amounts and types of insurance
// Personal, unhurried, caring and responsive service
// Comprehensive financial planning*
// Building and managing your investment portfolios
// Saving for your children's college
// Optimizing stock grants, 401(k) and other benefits from your work
// Estate planning for you or your parents**
// Minimizing your income and estate taxes**
// Evaluating the right amounts and types of insurance
// Personal, unhurried, caring and responsive service
* 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.
** Since we are not legal or tax advisors, we collaborate with your attorney and/or tax advisor on issues related to your tax and/or estate planning.
** Since we are not legal or tax advisors, we collaborate with your attorney and/or tax advisor on issues related to your tax and/or estate planning.
