Financial Planning
Providing the Right Plan You Need
Life Insurance
Many people do not fully understand or lack information regarding the functions of life insurance, which is similar yet significantly different from that in Korea. We provide a thorough explanation of how life insurance can protect the health and assets of you, your family, and your business. Our Money Coach team offers a lifelong protection plan for you.
Annuity
There are various ways to prepare for retirement. In most cases, it is difficult to survive in an era of centenarians relying solely on government-provided Social Security or retirement funds accumulated over a lifetime of work. A plan tailored to your retirement goals allows your money to outlive you, enabling you to enjoy a prosperous and comfortable retirement life.
Tax Saving
The U.S. tax system involves earning, spending, saving, and even paying taxes after death. However, while there are systems available to save on taxes, the reality is that most of them are difficult to understand. To protect your assets, Money Coach optimizes tax-saving plans utilizing life insurance and annuities, and provides financial management services through collaboration with accountants and tax advisors.
Estate Planning
Properly passing on assets accumulated over a lifetime is also a crucial goal of financial management. As inheritance issues differ significantly from those in Korea, it is essential to consult with a lawyer to establish a plan in advance. We provide financial management services with a lawyer to ensure a complete transfer of assets to descendants after your death, including the use of Living Trusts, which most Koreans are unaware of.
Book Free Consulting
The Money Coach Team provides free consulting for clients' financial management.
Please leave your inquiry and contact information, and we will respond within 24 hours.