Some of the things I have done for my clients include:
refinancing mortgages, setting up retirement saving plans such as Roth IRAs and roll-over IRAs from old 401k plans, preparing for college by setting up 529 college saving plans, moving risky stock investments to safer bond funds, determining the proper level of life insurance and analyzing old life insurance policies using the latest life insurance products to insure both husband and wife, assist with setting up family household budgets to find ways to save, help find ways to reduce taxes by investing smarter with taxes in mind, setting up an estate plan and living trust to avoid probate expenses.
What I do is sit down with families to get an overview of their financial goals and current situation and help them to understand what it is going to take to reach their goals.
I work on a referral basis and I meet with families at no cost or obligation.
Specialties
Financial Services, Financial Advise, Estate Planning, Insurance, Real Estate Loans
New hires at Independent Capital Management
Independent Capital Management Activity on LinkedIn
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Independent Capital Management has a new Financial Securities Planner
Mai Nguyen is now Financial Securities Planner, was Assistant Manager at Arnel Commercial Properties
