Alan’s key wealth management services are all firmly rooted in personal relationships with his clients. Much more than just mathematical modeling, Alan’s unique and proven system, and step-by-step process enable him to determine which products and services his clients need to achieve their personal and family financial goals. The results typically reduce investment risks, increase value of assets and at the same time decrease international tax they would otherwise be exposed to.
Through his financial advisory services, Alan has created significant value for businesses and individuals in the past. For business owners and executives, Alan’s services help to plan for future business continuity by protecting the value of the company. This is of vital importance, when the company is at a loss of shareholders, key persons and key staff members.
In addition to businesses, Alan’s services have been used by individuals with assets in Greater China, United States, Canada and Australia. The universal theme is Alan’s personal approach to each unique wealth management case. By planning early, you too can enjoy the peace of mind for your retirement, business protection and preservation of family wealth for generations. Peace of mind contributes to the well-being of your health and enjoyment of your wealth.
A closer look at Alan’s unique financial planning process will make it easy to understand how this will happen.
