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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!



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