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P: (858) 550-9312
F: (877) 591-7856

9605 Scranton Road #625San DiegoCA 92121

SERVICES / OUTCOME

Chau Lai’s comprehensive financial analysis and planning include:

  • Investment analysis of cost, risk & tax exposure
  • Insurance analysis, design, and coordination
  • Cash flow analysis and management
  • Tax mitigation strategies
  • Retirement income planning
  • Estate planning and Asset protection
  • Business succession planning
  • Executive compensation & benefits planning

In the process she empowers her clients to:

  • Deepen their financial literacy and fluency
  • Evaluate and clarify their lifestyle priorities and goals objectively and comprehensively
  • Understand interconnected relationship of personal, family, and business finances
  • Make informed decisions to protect, grow, and conserve their wealth for their lifetime and for future generations
  • Avoid the erosion of wealth through prudent tax efficiency and distribution strategies
  • Weigh options to maximize bequests to future generations and charitable causes