Our Mission 我們的使命
To provide strategic, institutional-level financial planning that preserves, protects, and grows family and business wealth.
以機構級的策略規劃,協助高資產家庭與企業實現資產保護、長期增值與傳承。
Our Vision 我們的願景
To be the premier one-stop financial advisory platform for the Asian community, setting the benchmark for trust, structure, and long-term wealth stewardship.
成為華人社群中最具公信力的一站式財務顧問平台,樹立結構、信任與長期資產管理的最高標準。
Dreamers 追夢者
We are first-generation and second-generation dreamers who emigrated from Asia to the United States
我們是一群位於南加州洛杉磯和华盛顿州西雅图第一代以及第二代從中國及台灣移民到美國的追夢者. 您可以安心的藉由我們不同的跨國寶貴經驗以及資源,來讓您少走冤枉路。
Licensed Experts 國際專業人士
We collaborate with a team of international professions, including CPAs, CFPs, Immigration Consultants, Real Estate Experts, Loan Specialist, Education Planners, and Insurance Agents
我們結合了志同道合的國際專業人士,包含了有國際經驗精通中英文的美國註冊會計師,國際認證理財規劃師,投資移民法律顧問,地產經紀,貸款專員,教育專家,以及保險經紀。
Customized 克制化服務
We provide customized consultation for your American Dream
無論是移民美國,資產配置,稅務規劃,理財規劃等需求,我們都能夠做最客觀的分析,並且提供最完善的克制化服務。
Our Expertise 服務項目
Family Financial Planning 家庭理財規劃
Global Tax Planning 全球稅務策略
U.S.A. Immigration 美國移民諮詢
Trust Planning 信託規劃
Education Planning 教育規劃
Retirement Planning 年金退休計劃
Real Estate Investment 房地產投資
Lending 商業和個人貸款
P&C Insurance 商用財產保險
Home and Auto Insurance 房屋與汽車保險
Life Insurance 人壽保險
Long-term Care 長期護理
Critical Illness 重大疾病保險
Health Insurance 健康保險
國際經驗,專業誠懇,值得信賴
English 英語
Mandarin Chinese 國語
Taiwanese 台灣話
天下縱橫談 Skytalk EP 244 注意您的投資組合點
1520 Bridgegate Drive. #108, Diamond Bar, CA 91765 United States of America (Please contact us for other locations including Monrovia, Irvine, San Diego, Seattle, etc.
U.S.A. +1 (626) 375-5633 Line ID: Yangfabio1977 WeChat ID: NewOneStop88
Monday - Friday: By appointment
Saturday: By appointment
Sunday: Closed
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