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Together We Can Help Build a More Financially Secure Future
I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.
I can offer you a wide variety of financial solutions to address your current needs.
I specialize in helping individuals like you with maximizing retirement income.
I have 25 years of experience in the insurance and financial services industry.
In addition to English, I also speak Cantonese and Mandarin.
Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.
Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.
¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.
Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.
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Consider our strength. History, ratings and culture are a strong combination.
Consider the opportunity. Personalized training, comprehensive benefits, and earnings you control.
Consider the impact. For your clients … and your career!
WHY YOU...Not sure you’re cut out to be a financial representative? Don’t sell yourself short. You’d be surprised what skills can translate to success in this fast paced, people oriented, and increasingly modern industry.
WHY NOW...The world is changing. And so has our industry. Virtual meetings. Digital support. Electronic paperwork. And a need for our financial solutions that is bigger now than ever before.
WHY NOT...Why not be a choice for change in your community? Offering people financial solutions they can trust in turbulent times. Helping them as they strive to prepare now … prosper later … and protect always.
Now that you know why … let’s find out how … together.
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