Inner Peace Financial

中文

Service

  • New immigrant financial planning
  • Retirement saving need analysis and advice (any stage of life)
  • College saving need analysis and advice (e.g., 529 plans)
  • Investment education (stock, bond, mutual fund, ETFs, cryptocurrency, real estate, etc.)
  • Budget and expense analysis and planning
  • Debt analysis and management
  • Option trading education
  • Account opening and support
  • Insurance need analysis (let me help you or if you know what you need, you can quote and buy here directly, independent agent for your best interest)
  • Estate planning
  • Tax planning

How we work together:

  1. Email me or Schedule some time together for initial quick session to understand your situation (15-30 mins)
  2. Then we go from there!
Email: innerpeacefinancial@gmail.com to schedule
or
Schedule here directly on Calendly:
https://calendly.com/innerpeacefinancial

Pro bono service: I also provide free of charge personal finance guidance to the US residents whose income is below the federal poverty line, on a once a month basis. Feel free to reach out and take advantage of my volunteering service. (https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines)

If you find the information on our website useful, feel free to Donate to help cover the hosting cost.

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