No Charge For Short Initial Consultation.  Long term, repeat customers and their referrals make up most of our client base.  We succeed by developing a relationship based on trust, complete knowledge and a lot of explanation and hand-holding. We encourage clients to share their ideas, financial goals and financial problems with us. We normally do not charge for copies, fax or short telephone calls because we feel it discourages communication.

Our services in this department include:

Members of our staff are fluent in Spanish & Chinese