Financial Planning

Our team of financial consultants will provide you with financial planning consulting services before and after you come to the U.S. The principal is Angela (, US CPA and a senior financial expert with over 15 years of experience. We specializes in Domestic and International planning and compliance and advise both inbound and outbound clients on various international tax consulting and compliance matters. Addresses the tax implications including structuring, planning, operations, reorganizations and reporting for clients’ international expansions and investments.

Our insurance consultant team will provide you with professional advice and services for purchasing various types of insurance in the United States, including auto insurance, housing insurance and life insurance. The principal Wendy ( is currently interested in and focus on serving the new immigrant clients, including child education, estate planning, life insurance and etc.