Financial Planning
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Maximization
Our main objective is to assist clients in navigating today's complex marketplace to work toward their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Generational Vault
A virtual safety deposit box for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases, accumulation, distribution, and preservation or transfer, and to help you make sense of tax advantaged vehicles to work towards your retirement income goals.
Insurance Options
Some retirees underestimate the impact a big market loss may have on the future of their income. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Legacy Planning
Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you are looking to preserve assets for future use, or transfer your wealth to beneficiaries.
* Mr. Ting is not an attorney and does not give legal advice
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Southern California and the surrounding communities. We take an extensive look at each clients unique mix of assets to integrate all aspects of our clients wealth into a coordinated strategy.
Generational Vault
Generational Vault never sleeps it is your twenty four seven three hundred sixty five access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.