If you are tired of watching the volatile stock markets,
If you are tired of receiving sales-driven calls from your financial advisors,
If you are seeking a peace of mind for your investment,
We are here for you.

We don’t work for big companies but for you.
We don’t sell products to you but help you to achieve your financial goals.

Our Solutions

Hourly Financial Planning

We offer hourly financial planning services for you if you need a review of your retirement plan, investments in a 401(k), or a check-up to determine progress in meeting your financial goals. We will charge only for the time we spend to deliver the solutions that you seek. We utilize several professional software such as MoneyGuidePro shown in the following video for assisting our jobs.

Investment Management

We provide individualized asset allocation to you by taking into account of your risk tolerance and investment objectives. We aim to build portfolios that balance risk with returns. We build portfolios based on multi-asset investment strategy that diversifies across asset classes and global geographies by utilizing mutual funds, exchange traded funds, and individual bonds. We utilize serval software such as Riskalyze shown in the following video for assisting our jobs.

Free 30min Consultation

All of our services start from closely listening about your personal and family financial needs.  If you are California residents and are interested in the services, please contact us to arrange an initial 30-minute meeting. There is no-charge for the initial consultation.