ELITE FINANCIAL
TEAM
Building Your Financial Dreams
Our vision is to help the community, especially the middle class, to achieve their financial dreams. We believe that everyone should have access to quality financial advice and services.
SERVICES
College Education Plan
A flexible money bag for college education funds, start-up funds, and down payment for the first house.
Tax Free Saving
Our tax planning services are designed to help you optimize your tax situation.
Pay off a mortgage, provide for a college education, finance retirement, and more.
Long Term Care
Long-term care can be expensive and is not covered by Medicare / health insurance.
Living Benefits / Annuities
Preserve your principal and increase its value with compound interest, and receive money every year.
Protect your assets and your loved ones
Small Employers Plans
Our team has comprehensive knowledge of individual/company retirement systems and small employer tax saving plans.
Certificate of Deposit
3~10 yrs CD saving, higher interest rates than the bank
Group Medical / Maternity / Disability Benefits
Group medical, maternity, disability benefits, dental and ophthalmology services, and offers quotes/options from multiple companies. Systematic management, compatible with multiple payroll systems, and clear accounting reports. It is one of the few Chinese customer service/management systems in the United States.
Our Team
"This is a quote."
Robert Rose, Product Designer
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