Mission at Wang Wealth Management
At our firm, we have our clients, and only our clients in mind. Our mission is to get to know and understand your needs, wants, and long-term goals, and focus on helping you achieve your goals.
We help you develop, implement, and monitor strategies that are designed to address your individual situation. We understand the challenges families and business owners face today. From managing wealth accumulation to saving for college to retirement to leaving the next generation a legacy, these financial matters can be overwhelming to sort out on your own. Our commitment is to utilize all of our resources to help you streamline your financial affairs so you may realize your hopes and dreams.
We help our clients develop financial strategies that seek to achieve some or all of the following:
- Tax efficiency
- Educational funding for client's children and grandchildren
- Fulfilling estate and legacy needs
- Solutions for retirement income needs
- Business retirement plan establishment and ongoing management
- Equity-based compensation planning, including Section 83(b) election
- Risk management and protection
- Investment design and construction, including ESG (Environmental, Socially-Responsible and Governance) investing
- Life insurance planning, including supplemental retirement income through life insurance planning
- Long-term care insurance coverage, both traditional and hybrid
- Disability income insurance benefits
In addition, as a certified financial planner™ professional, Hana Xu Wang provides holistic and on-going financial planning and consulting services on an hourly-basis or on yearly subscription.