Working as a 1099 employee generally means you are not able to avail of the typical benefits offered to full time employees of a company or hospital such as medical insurance coverage, malpractice insurance coverage, and employer retirement matching. To support you and allow you to focus on your career, we provide wealth management, investment planning, insurance advisory, and tax planning and compliance. Our goal is to help you reach your personal and financial goals.

Our primary service is wealth management. Base on a fixed annual fee or percentage of your managed assets, we will tailor a financial plan that includes a budget and forecast of your income and expenses in order for you to see the projected growth of your assets.