First Generation
Hope / Dream / Purpose / Resiliency / Innovation
As a first generation immigrant, our families came here full of hope, to live the American Dream, and a purpose to provide a better life for our children. We had the resiliency to fight thru life's struggles and succeed. In addition to our expertise, our goal is to deliver a unique blend of financial innovation, expertise and care to you, your family and your community. We will seek to provide you with more effective and better solutions.
Medical Professionals
Servicing the unique needs and situations of the medical community.
Continuous improvement of our offerings and education for better outcomes for our healthcare providers.
Servicing the needs of the entrepreneur
From working with independent contractors to businesses with 50 employees and under.
Auto Industry
Working with the owners and the General Manager, General Sales Manager, Service Manager, and Used Car Managers of a dealership.
Dental Professionals
We create strategies that are tailored to your needs and goals.
Tennis Professionals
We provide a custom service to ATP/WTP Professionals, teaching professionals and coaches. John has played at every level. He has taught, coached, and understand the commitment level to achieve your goals on the court, and with our experience and resources, we will design a financial plan that will work as hard as you.
High Net Worth
Customized tax aware planning strategies from boutique management teams to white glove full service teams with securities backed line of credit (SBLOC) lenders, CPAs, and estate planning teams to work with your team of professionals. (Min. $2 Million)