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We are a comprehensive financial services firm, working with Business Owners, Non-Profits, Individuals, Families, and Trusts. Our clients want an advocate that sits on their side of the table, identifying clear financial goals, fee transparency, fiduciary gaps, conflicts of interest, and plan design inefficiencies.

Our Team has earned many well respected credentials and degrees, such as Masters of Business Administration, Masters of Science in Management Information Systems, Chartered Financial Analyst, Certified Financial Planner, Accredited Investment Fiduciary, and Certified 401(k) Professional. Peter Wang has spoken at many conferences, and sit on the Retirement Plan Consulting Services Advisory Council for The Advisor Group.


We strive to provide Impeccable Integrity, Responsibility, Professional Service, and Solid Management.



Unlike some advisors or agents, who may be bound or incentivized to offer proprietary products, we are “independent” advisors, seeking optimal recommendations and strategies for our clients.

“Take care of your clients, take care of your people, and the rest will take care of itself.”

Our staff consists of experienced professionals, with an average of 20 years of industry experience, as well as over 15 years of tenure. We build competent and caring relationships with our clients, and maintain a very high retention rate.

Business Owners and
Non-Profit Organizations

Individuals, Families and Trusts

Our Services

Our team provides expert assistance in the following areas:

Retirement Plans*

  • 401(k), 403(b), 457
  • Profit Sharing
  • Money Purchase
  • Defined Benefit
  • Non Qualified Deferred Compensation


  • Group/Individual Health
  • Dental, Life, and Disability
  • Buy/Sell
  • Key Man
  • Long Term Care

Financial Planning*

  • Institutional Wealth Management
  • College & Education
  • Trust Services
  • Banking and Lending

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