Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Retirement Income Planning, Insurance Strategies, Retirement Strategies, Group Benefits
English, Vietnamese
Preparing for the next step in life isn’t always easy. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
MM202503-300856
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