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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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Financial success doesn't happen by accident. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
My team and I will take the time to learn your values and understand your goals. Then we will develop a customized financial strategy to help you achieve your vision and execute the steps necessary to respond to whatever life brings.
Let me help you create the future that you desire.
I am fluent in Mandarin Chinese.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4