Investing(投资)

We help you grow your wealth through a variety of investment strategies, including:

· Mutual funds: We help you invest in a variety of assets through mutual funds.

· Exchange-traded funds (ETFs): We help you invest in a basket of assets through ETFs.

· Bond ladder: a portfolio of bonds that mature on different dates. We help you build a bond ladder that provides current income while minimizing exposure to interest rate fluctuations.

· Cryptocurrency: We help you invest in cryptocurrencies, such as Bitcoin and Ethereum.

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Financial Planning(资产规划)

We help you create a financial plan that meets your individual needs and goals. Our financial planning services include:

· Retirement planning: We help you save for retirement and reach your retirement goals.

· Education planning: We help you save for your children's education and pay for college tuition.

· Tax planning: We help you minimize your tax liability and ensure compliance with all applicable tax laws.

· Estate planning: We help you protect your assets and ensure that your wishes are carried out after your passing.

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Bitcoin(比特币) and Digital Assets(数字资产)

We help clients fully grasp the concept of Prove of Work, and how it shakes the whole financial world. Our Bitcoin and digital services include:

· Demonstration: We teach customers step-by-step how to use cold wallets to safely store digital assets like Bitcoin and Ethereum.

· Investment advice: We help you select digital assets that meet your investment goals and risk tolerance.

· Portfolio management: We help you manage your digital asset portfolio.

· Tax planning: We help you minimize your tax liability on your digital asset investments.

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Income Tax Preparation(报税)

We help you file your income tax return accurately and on time. Our income tax preparation services include:

· Individual tax returns: We help you prepare and file your individual income tax return.

· Review individual tax returns: Clients file their own tax returns, and we review them for a minimum fee. This service is provided during the off-season. Clients can amend their tax returns if we find any discrepancies.

 

We are committed to providing our clients with the highest quality financial services. We are a team of experienced and qualified financial professionals who are dedicated to helping our clients achieve their financial goals.

Contact us today to learn more about our services.