Services

 

Financial Planning 

• Retirement Planning
• Income Tax Analysis
• Education Funding * 
• Insurance/Risk Management
• Estate Planning
• Asset Protection and Asset Transfer Strategies 
• Pension Plan Distribution Review  
 
Tax Services
 
• Tax Preparation for Individuals, Corporate, Estate, Organizations, Trust, Partnership, and LLC
• Out-of-State and Out-of-Country Returns
• Prior Year Returns
• Tax Projections
 
IRS Representation
 
• Appeals
• Audit Representation
• Repayment Plans
• Offers-in-Compromise
 
Assets Management *
 
• Assets Management for the following types of accounts:
              Personal 
              Trust
              Retirement 
              Corporate 
              Nonprofit
• Portfolio Analysis including Performance Reporting
• Asset Allocation**
• Group Retirement Plans, including 401Ks, IRAs (Roth, Rollover, Simple, SEP and Traditional)
• Defined Benefit Plan
• Alternative Investments
 
 Insurance Products
 
• Fixed and Variable Annuities * 
• Life Insurance Policies
• Disability Insurance Policies
• Long-Term Care Insurance Policies
 
 Business Consulting 
 
• Business Entity Selection
• Accounting System Setup
• Business Evaluation
• Buying/Selling a Business
• Business Risk Management & Recommendations

International Business Services
 
• Chinese Business Operation in US
• US and China Tax Law and Regulations
 
 
 
 * These services are offered by Barry Cui through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM. 

** Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.