Get To Know Me

Hi, I am Joy, a financial planning consultant, life agent and realtor with an MBA in Finance. My team and I are licensed in the United States. We can help you evaluate the unknown, develop financial plans to secure your wealth and achieve your financial goals, like planning current and future taxes, getting on track for retirement, preparing long-term care (LTC), saving for kids’ education, building lifetime income, and having a peace of mind. We provide the middle class families complimentary consultation and regular free public financial education over zoom or at our local office around the United States. Welcome to contact us for more detail. Good Luck!

 

你好，我是周明（Joy），在美国东岸读完金融工商管理硕士，定居西岸硅谷十多年了。在美国，大多数华人中产家庭并不了解美国的金融机制、税收政策、理财账户，以及创业机会。忙碌的工作，语言、思维方式的不同，让志存高远变成了随遇而安，让博学多才变成了默默无闻。人无远虑，必有近忧。我们会想您所未想，帮您做好财务规划，平衡税务，希望您有更多收入，让您和家人在美国的生活更有保障。欢迎您跟我们联系，祝您和家人心想事成！