The Jenny Zhou Advisory Group
Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:
Taxes impacts every aspect of your financial life. Our team will work directly with your accountant to review your recent personal and corporate tax returns. We can help to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Benefits you gain from our tax planning service include:
Planning for a smooth transition of your assets to family members requires a thoughtful estate plan based on your personal values and goals. Our professionals can help you navigate a wide range of issues. We can also offer guidance and advice on tax strategies and how to reduce the impact of market risks and potential family disputes for both now and when your estate is settled.
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Disability Insurance
Critical Illness
Life Insurance Options
Universal Life Insurance
Estate Planning
If you own a business, you may be hoping that a family member will take over when you retire or you may be looking to find an independent buyer who understands your business and can continue to serve your customers. With the help of our team of experts, we can help you formulate a strategy for an effective transition.