Families

As a father of two young kids, Chao fully understands the difficulties families face in this most financially stressful period of life. 

Are you saving enough for retirement? Would you like to pay for your children’s education? Are you trying to buy a house? Do you need help with budgeting or debt management? Are you properly insured? Are you paying more in taxes than you should? Do you have a good estate plan that transfers assets according to your wishes, takes care of your minor children, avoids probate expenses, and minimizes estate tax liability? Whatever your questions are, we are ready to help.