C. Annie Hung-Scanga, CPA, MBA
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
With thousands of investment products on the market, you will benefit from the objective assistance of a professional focused on a larger strategy that includes custom portfolios tailored to your personal goals and risk tolerance.
The goal of investing is to ensure financial security later in life. Gain confidence in your future through a comprehensive framework, based on your needs and resources, designed to guide you beyond the accumulation phase and into retirement.
The legacy you leave is important, to you and your loved ones. Professional guidance can help you pass on as much of your wealth as is legally permissible – leaving them an inheritance instead of a tax bill.
Advanced guidance is crucial to help achieve goals related to important life events such as your children's education. A knowledgeable advisor will help you determine your family's eligibility for tax and financial benefits for education funding and will use this information to help you identify the overall strategy that is best for you.