Annie Chen

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning ®

English, Chinese-Cantonese, Chinese-Mandarin

What is the meaning of life?

I think it is how much impact you can bring to others, help others.

1. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
2. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
3. My goal is to assist families and business owners building their financial freedom, live the lifestyle they desire. My personal goal is to become a lifetime resource for each and every client.

MM202503-300856

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