What We Do
Our mission is to build and protect wealth for families. We provide financial solutions that deliver peace of mind for our clients and associates. We champion the cause of families and empower them to achieve their goals and dreams.
Within our organization, this mission statement is not used as a vague guideline or as as marketing campaign. It truly is the underlying motivation by which each and every associate is dedicated to helping their clients achieve their financial goals and aspirations.
Unlike the traditional investment advisors whom only focus on the investments, we focus on all areas a family would need in order to achieve their financial goals. Our mission statement is to protect families if they live too short, to protect them if they get sick, and to protect them if they live too long.
Due to rapidly changing economic conditions and market swings, we advocate investing sensibly over time and maintaining an adequate level of insurance coverage for life, health, disability, and long-term care. We work side-by-side with you so that you are confident in and comfortable with the financial suggestions we make.
Understand your financial goals and concerns
Our first step together is developing an understanding of your concerns and goals by going through several in depth questions and questions.
Analyze, research, and develop a plan
The second step is to analyze and develop a customized, individualized financial plan to address these issues and discuss in details with you.
Implement and monitor the proposed plan
The final step is to address all your concerns and implement the financial plan and monitor its progress in achieving your stated goals.
InvestmentsThese are some of the industry providers we work with. We carry a full range of mutual funds, bonds, and ETF's. Diversify in target date funds, large/medium/small caps, REIT, health care, technology, and special sector.
InsuranceThese insurance providers will offer you a full range of insurance vehicles such as term, whole life, universal life, variable universal life, and indexed universal life.
Active MamangementIf you like to maximize money managers' expertise, we offer a full range of active asset management solutions with as low as $25,000 to start.
our advisors' personal statements
Financial knowledge empowers families to make better decisions for their future and change their lives. Through financial planning, I have the privilege educate and help families…Ellena Chen Financial Advisor