Shin (Chloe) Lee, President, Financial Professional
Since Chloe started working as a financial professional, She has gained reputation as someone who listens carefully to clients and provides them with the best solutions based on their financial needs and goals. They become her client for life as they come back again and again for her impartial advice and astute insights.
Chloe values relationship the most. Her trust and belief in people has never failed and she continues to offer the best solutions for her clients who will, of course, remain life-time partners in business.
She is an expert in providing advisory services on insurance, retirement, higher college education financial planning and comprehensive family financial planning.
처음 이 일을 시작할 때 부터 진심으로 고객과 입장을 바꿔서 고민하고 고객들의 목소리에 귀를 기울이는 것을 배웠습니다. 지금까지도 고객이 원하는 재정 목표를 달성 할 수 있도록 제가 힘이 되어 줄 수 있는 최고의 방법은 충분한 대화와 교육입니다. 보험, 은퇴 및 사업자분들의 절세플래닝에 대한 풍부한 경험과 지식으로 한인 커뮤니티 재정교육을 위하여 오랫동안 일하여 왔습니다. 미국에서 뿌리를 내리고 가정을 이루면서, 재정적으로 안정된 삶을 유지하고, 더 나아가 행복한 은퇴생활까지 준비하는 것은 쉬운 일이 아닙니다. 하지만 저희와 함께 돈에 관한 기본 원리부터 절세방안, 은퇴자금 준비까지 차근차근 해 나가십시요. 안정된 은퇴 생활이 멀리 있지 않습니다.
Andy G Kim, Financial Professional Rep., CCPS
For the past 23 years, I have been assisting clients in the Financial Service Industry, working at top companies such as Guardian Life, MetLife, and currently, MassMutual Life, totaling 23 years of experience. At Gold Spring Financial Group, my focus is on helping clients achieve their happiest financial and retirement plans.
The most important financial planning goals for my clients and their families are as follows:
- Between their 20s and 40s, preparing for their children's college funds, implementing tax-saving strategies, and managing the financial risks of their loved ones.
- From their 50s onwards, preparing for a safe and peaceful retirement, with a particular emphasis on elements such as lifetime fixed income and pension plans to ensure stable retirement funds. Additionally, I assist in preparing inheritance tax-saving plans, long-term care plans, and Medicare plans to help mitigate risks.
Furthermore, for small business financial planning goals, I aim to assist businesses, owners, and employees in securing retirement funds through maximum tax-saving methods. I also provide special tax-saving plans for key employees and high-income owners.
지난 23년동안 Financial Service Industry 에서 Top Company Lists 에 있는 Guardian Life, MetLife 그리고 현재는 MassMutual Life 에서 총 23년째 그리고 Gold Spring Financial Group에서 고객들에게 가장 행복한 재정과 은퇴플랜을 만들 수 있도록 도와드리고 있습니다.
고객과 고객 가족의 가장 중요한 재정플랜 목표는 20대에서 40대 사이에서는 자녀들의 대학학자금 준비와 세금 절세전략 그리고 사랑하는 가족들의 재정적인 리스크 관리 그리고 50대 이후 부터는 앞으로의 안전하고 평안한 은퇴를 준비를 하는데 있어서 가장 필요한 요소 중에서 특별히 평생고정수입과 안정정으로 은퇴자금 불려줄 수 있는 연금 플랜으로 세분해서 서비스를 해드리면서 또한 리스크를 대비할 수 있는 상속절세플랜, 롱텀케어플랜 그리고 메디케어플랜을 준비 할 수 있도록 도와드리고 있습니다.
그리고 스몰 비즈니스의 재정 플랜 목표는 비즈니스와 오너 그리고 직원들에게 최대 절세 방법으로 은퇴자금을 확보할 수 있도록 도와드리고 핵심 직원과 수입이 높은 오너를 위한 특별 절세 플랜으로 도와드리고 있습니다.
Miran Alice Soskin, Real Estate Specialist, CPA
Alice has devoted her time to helping those around her with her expertise in financial statement analysis, real estate analysis and tax-savings plans. She says "providing people with accurate and comprehensive advice is crucial in helping them make informed decisions at the right time." Whether it is related to real estate, small business, or any financial adventure you dream of, she will provide you with multi-faceted views to help you prioritize and make good financial decisions, based on your own situation and stage in life.
세금, 부동산, 그리고 비지니스에 대한 해박한 지식을 바탕으로 여러분의 상황에 맞는 명쾌한 해법을 찾아드립니다. 높은 수준의 성실함과 정확성으로 여러분에게 새로운 수준의 서비스를 제공합니다. 여러분의 귀한 에셋, 이제 믿고 맡길 수 있는 사람과 논의하십시요.
Esther Kang, College Saving Planner & Real Estate Specialist
Hi, I'm Esther Kang, a financial advisor specializing in college savings planning.
With 20 years of experience as a successful business owner and 15 years as an educator, I bring a unique perspective and set of skills to my role as a financial advisor.
As a business owner, I have a thorough understanding of the financial demands and challenges facing families and individuals. This, combined with my experience as an educator, has allowed me to develop an approach to financial planning that is both practical and accessible.
I am committed to guiding my clients through the process of setting financial goals, analyzing their current financial situation, and developing a customized college savings plan that suits their unique needs and circumstances.
My approach is based on education and collaboration, working with families to help them understand the importance of early planning and the various savings options available, including 529 plans, Coverdell accounts, and custodial accounts.
With my combined experience in business and education, I am well equipped to help families achieve their financial goals and secure a bright future for their children.
If you're looking for a financial advisor who is dedicated to your success and committed to providing personalized, expert guidance, I would love to hear from you. Let's work together to create a plan for a successful future!
Mijung Han, Financial Professional, Long Term Care Plan & Medicare
Mijung has been an expert in Life Insurance, long term care including medicare and medicaid for seniors and those who are qualified. Her years of experience in the industry and knowledge is unmatched and one of the best experts in the Korean community in the Great New Jersey. Any questions you may have will be answered with quick, clear solutions followed by comprehensive evaluation on your situation. An industry heavily regulated by federal and state government, She has built her reputation upon trust and her high standards. understanding the nuances of long-term care insurance, maximizing Medicare benefits, or accessing Medicaid resources, I am here to offer comprehensive consulting services tailored to each individual's unique situation.
한미정, 생명보험, 롱텀케어, 메디케어 전문가
저는 메디케어와 메디케이드를 포함한 생명보험, 롱텀케어 분야에서 저의 커리어를 쌓았습니다. 오랜 기간동안 많은 고객들을 대하며 얻은 지식과 경험은 이제 저의 가장 든든한 지원자이자 다음 고객의 가족을 행복하게 하는 원동력입니다. 이 분야가 결코 간단한 분야는 아닙니다. 부모님들의 메디케어, 혹시 경제적으로 힘든 시기를 보내시고 계신데 보험이 없으시거나 다른 더 나은 옵션을 찾고 계신분들에게 전문지식을 가지고 상담하여 드립니다. 이제 생명보험, 롱텀케어는 모든 분들이 가지고 계셔야 합니다. 제가 여러분의 가족과 건강에 그 힘을 보태겠습니다.