We work with some of the industry's most talented Third Party Administrators to help our clients maximize their tax saving opportunities. We do so by designing advanced tax-advantaged retirement plans for their businesses. We also work with individuals to help them maximize tax saving opportunities with IRAs and other tax-advantaged investment vehicles.
Every client gets institutional-grade investment management, masterminded by our research team. From there, we strive to provide the most meticulous financial planning you can find, performed by your own dedicated advisors. If and when you need it, we also have access to tax advisors, estate planning attorneys, etc.
Our clients benefit from working with a diverse team of advisors with accounting roots and institutional money management experience. Each client's financial plan reflects the combined professional expertise of our CERTIFIED FINANCIAL PLANNER®, accountants, tax planners, and estate attorneys.
No one can predict the future, but one thing is sure: if we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That's why we work with each client to make sure they have formalized estate plan documents in place.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values. Asset Allocation and Diversification does not guarantee profit nor is it guaranteed to protect assets.
Andrew Chou offers Securities and Advisory services through Woodbury Financial Services, Member FINRA and SIPC, a Registered Investment Advisor, . This message is intended for residents of the Unites States of America in certain states only. Please check with us to make sure we are registered in your state. Woodbury Financial Services does not offer tax, estate, accounting or legal advice.
Insurance services provided by NexGen Wealth Management not affiliated with Woodbury Financial Services. Registered Representative may only discuss and/or transact securities business with residents of the following states: CA, WA.