Mission Statement:
My purpose is not here to tell how you run your life or how to beat the stock market but rather..... I help people realign their financial expenditures with their core value to help you identify what's important to you and set up an action plan to get there I am here to find people who need my services to define their dreams.  
My Presentations
Chinese Presentation
This Presentation is in the Chinese Language
The 6 Principles of successful investing
Critical Illness
Critical Illness lifestyle and retirement protection, statistics, and products
Disability Insurance
Disability Insurance concepts and products
Life Insurance
Is Life Insurance is right for you? This presentation should help you decide whether it right for you and some products that are available
Intro to Financial Planning
This presentation will briefly show you how the financial planning process will work.

Insurance & Financial Planning

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