Articles by Daniel Chen

Effective Estate Planning

A successful Estate Planner knows there are several factors involved when beginning the Estate Planning process. Drawing up outlines, committing your goals to paper, and even drafting a “will” for your attorney to prepare can be a helpful starting point.
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Effective Estate Planning

The People,Property, Plans and Planners of Effective Estate Planning            A successful Estate Planner knows there are several factors involved when beginning the Estate Planning process.
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Should I open a Roth or Traditional IRA

Roth vs the Traditional IRA According to the guidelines, your eligible for a Traditional IRA and a ROTH  IRA. Which one should you choose? If you do not need the tax break today, then choose the ROTH IRA.
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Do you need a portfolio strategist

 Sports AnalogyThe analogy of sport teams and investment teams who both want to win are similar in many ways.  Imagine that you own a professional football team. As the owner you bring the financial resources and set the organizations goals and objectives.
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Minimum Asset Requirement

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning Advice & Services
  • Financial Advice & Services
  • Money Management
  • Investment Products
  • Insurance Advice
  • Tax Advice & Services