article
5 Times You’ll Be Able to Teach Your Kids About Money Management
Learn more
Benjamin W Deng
Financial Advisor|CFP®, MBA, CLTC®
我們精通普通話和粵語!
My Mission
Benjamin and his team welcome you!
As a Certified Financial Planner (CFP®) and a trusted Financial Advisor Benjamin and his team and along with outside network (including independent legal and tax advisors) craft, implement and manage comprehensive financial plans, tax strategies, investment portfolios, financial risk hedging and wealth transfer strategies for highly successful individuals and business owners across 50 States in U.S. and from China, Hong Kong, Singapore, Taiwan, India, Japan, South Korea, Italy and Great Britain. We are bi-cultural and bi-lingual in Mandarin, Cantonese and Taishanese.
Benjamin and his team have been proud of doing the right thing for clients every time and all the time. We have earned the reputation of having delivered consistent financial results to clients since 2006.
Let’s start a quiet conversion with Benjamin to create a grand vision and develop multi prong strategies to achieve financial security and prosperity.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
