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  • EDUCATION

    Education Empowers Informed Decisions, Yet You May Not Be Aware Of What You Don't Know Professional Financial Advice Offers Vital Support.

    Why Do We All Need Certain Financial Planning.

    Scenario 1

    Critical things to plan in each
    stage of relocation.

    Preimmigration

    Tax Implications:

    Understand the U.S. tax system, including potential liabilities on worldwide income. Plan for tax-efficient strategies to optimize your financial situation.

    Asset Structuring And Estate Planning:

    Evaluate and restructure your assets. This includes investments, properties, and business holdings. Consider the impact on estate planning as well.

    Insurance Coverage:

    Review your insurance needs, including life, annuity, and long-term care coverage. Ensure your policies comply with U.S. requirements and provide adequate protection for your family.

    Schedule a Call

    Settle down

    Tax Optimization:

    Explore tax-efficient strategies, taking advantage of available deductions and credits. Consider any international tax implications.

    Education and Healthcare:

    Evaluate options for education savings plans and healthcare coverage. Understand the costs and available resources for quality education and medical care.

    Investment And Retirement Planning:

    Adjust investment portfolios and explore retirement savings plans. Consider how to optimize investments and plan for long-term financial security in the U.S.

    Schedule a Call

    Planning The Future

    Wealth And Asset Management:

    Diversify and manage wealth effectively. Explore sophisticated investment strategies, asset protection tools, and wealth transfer mechanisms.

    Education And Estate planning:

    Plan for Children’s higher education expenses by utilizing various education savings accounts. Ensuring the efficient estate transfer to the next generation.

    Retirement Readiness:

    Maximize contributions to retirement accounts, consider long-term care insurance and annuity. Ensure wealth lasts through retirement to maintain comfortable life.

    Schedule a Call

    Scenario 2

    Things that you always need to get well planned.

    Tax planning
    Insurance Coverage
    Education Fund
    Retirement Planning
    Estate Planning
    Investment

    Why Do We All Need Guided Investment?

    Why invest.

    Risk mitigation

    Investing your future and the future of your children.

    Investing your passion and your empowerment

    Why invest with the help from a professional advisor

    Let expertise guide your investments.

    Get tailored solutions for your case.

    Unlock the benefits of guided investment below.

    The benefits of guided investment

    Improved Investment Returns:

    Research by Vanguard found that investors who work with financial advisors tend to achieve around 3% higher returns compared to those who don't. (Source: Vanguard, "Advisor's Alpha," 2021)

    Behavioral Guidance:

    Dalbar's study highlights that investors often make emotional decisions, leading to underperformance. Advisors help mitigate this; their guidance helps investors stay the course, reducing emotional-driven investment mistakes. (Source: Dalbar, "Quantitative Analysis of Investor Behavior," Annual Report)

    Financial Confidence:

    A Northwestern Mutual study revealed that around 87% of Americans who work with financial advisors feel more confident in their financial future. (Source: Northwestern Mutual, "Planning & Progress Study," 2021)

    Contact Us

    contact info

    Schedule a call with

    us

    Address

    522 W RIVERSIDE AVE STE N,
    SPOKANE WA 99201-0580, USA

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    Book time on general inquires

    Get In Touch

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