William
Multiple locations
Multiple locations
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What do you love most about your job?
Over more than 10 years in the industry, I helped many individuals and family in all walks of life. I saw how planning can effectively change and value add in their life. That is why I love what I do.
Why should our clients choose you?
Trustworthy, Knowledgeable, Responsive, Relatable, Friendly, Award Winning Consultant
Estate Planning, Financial Planning
Helping You Advance Your Financial Planning/Estate Planning To The Next Level
Having more than 10 years of experiences in Financial Planning/Estate Planning. I have met with countless individuals across all walks of life.
The Number One Concern that mostly asked :
How do I really maximize my dollar to protect myself & my family and yet I have sufficient for myself during retirement and enough for my beneficiaries in the event something happen to me ?
With my multiple years of expertise and knowledge, I am able to custom tailored ideas & solutions to solve these issues. I practiced a 3W approach framework which is :
1) What is your current situation
2) What do you want to achieve
3) What could be done to reach your goals
I specialized in :
- Customize Financial Planning for Individual & Family
- Comprehensive Analysis of Retirement & Legacy/Estate Planning
I am your go-to partner for financial planning/estate planning to make it seamless as time strapped professionals like yourself. I would believe that your time is as precious as mine, your crazy work schedules in school with back to back meetings, KPI, timelines are part of your work. If you would to take a step back, you would also realized that family financial planning/estate planning is just as important because it concerns the present and the future of your family as well.
🔺 Lets connect to work together!
