Focus: Insurance Strategies, Retirement Strategies
Languages: English, Chinese – Mandarin
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
I am licensed to sell insurance in Pennsylvania. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 220 Gibraltar Road, Suite 350 Horsham, PA 19044 (215) 441-8200.
220 Gibraltar Road Suite 350
Horsham, PA 19044