Confidently entrust us with your capital minimum of $20,000 to manage your portfolio investments through investment strategies, selection, asset allocation, portfolio monitoring, and others. We serve you either on a discretionary or a non-discretionary basis.

Let us create a realistic financial plan for your life using the industry's best software and tools. Offered on a one-time or ongoing basis. The typical topics include financial goals, personal net worth, cash flow analysis, retirement strategy, risk management, long-term investment, tax reduction strategies, & estate preservation. We also offer consultation services for clients who need assistance with individual topics.

Confidently entrust us to create an ERISA-qualified retirement plan for you: 401(k), 403(b), pension, and profit-sharing; cash balance, and deferred compensation plan. The plans are either ERISA 3(21) or ERISA 3(38) Investment Manager (fiduciary & nonfiduciary services).

We are well positioned as your ‘registered investment advisor’ and ‘life insurance agent’ licensed to offer you variable products on which you can take benefit of the current uprising stock market.

We are tax and accounting services providers/ consultants offering strategic individual & business tax filings and accounting consulting services such as tax planning, IRS audit, sales & use tax, and new company formation. Additionally, we are registered immigration consultants offering various immigration and naturalization-related services.