Financial Planning

Fee between $1,500 to $5,000

Or Hour rate $150 per hour.


Offering  Stocks, Bonds, ETF, mutual funds.



Life and Heath Insurance

Disability Insurance

Long term care insurance

Advantage to use our firm

As an independent financial service firm, we are able to choose the most suitable products and the best company to satisfy our clients needs.

Free financial educational seminars

Our firm offers free financial educational seminars when request by organizations.

Next Steps...

This is should be a prospective customer's number one call to action, e.g., requesting a quote or perusing your product catalog.