我是 CFP (Certified Financial Planner),服務 Irvine, Orange County, LA County 華人客戶. 專精華人各人或公司行號財務規劃如下:Personal Planning For:- Life Insurance Needs 保險需求- College Funding 教育基金設立- Retirement Planning 個人退休賬戶設立- 401(k)s Rollover, IRA, Roth IRA Transfer, Roth IRA Conversion- Pension Maximization- Estate Planning 遺產規劃- Charitable Giving Business Planning For:- Qualified Plan Funding SEPS 401(k)s Keoghs Pensions- Key Person Protection- Executive Bonus- Buy-Sell Funding- Deferred Compensation- Voluntary Payroll Deduction ProgramsProducts Offered:- Individual Life Insurance- Health Insurance- Fixed and Immediate and Future Income Annuities- Disability Income Insurance- Long-term Care Insurance- Variable Universal Life- Variable Annuities- Mutual Funds- 529 Plans