3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Languages: English, Korean
Credentials: CFP®, ChFC®
Specialties:Business Owners, Insurance Strategies, Investment Strategies
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