Financial Consulting 

We provide optimal tax-saving strategies tailored to each client's unique situation, even within the complexities of the tax system.

• Customized advice on various tax categories including income tax, self-employment tax, and capital gains tax

• Support for year-end tax adjustments and tax filing

• Preparation for tax audits and documentation organization

• Tax planning for retirement and inheritance

We help clients grow and protect their wealth in a structured and strategic way.

• Investment portfolio construction and rebalancing

• Strategic planning across diverse asset classes including real estate, businesses, and financial assets

• Estate and gift planning

• Financial coordination and education for family members

We help design a solid financial foundation for a secure retirement.

• Analysis and recommendations on various retirement products such as personal pensions, IRAs, and 401(k) plans

• Simulations of projected expenses and income after retirement

• Strategies for claiming and optimizing Social Security benefits (SSA)

• Planning for healthcare costs and long-term care needs in retirement

We help ensure financial stability by preparing for unexpected situations.

• Analysis and enrollment support for insurance products such as life, health, and long-term care insurance

• Risk management and liability planning for business operations

• Emergency preparedness strategies for disasters, accidents, and illnesses

• Consulting on insurance claims and policy renewals