Professional 专业
quality 高质
Integrity 诚信
About Us
Pan's Financial Inc is a customer-oriented company. We are here to help your financial needs in your life-long journey with holistic plans through our professional. We have in-depth knowledge of the financial industry and service to assist you for your best interests.
Our Services
What We Provide
Retirement Plans
We can help you on different retirement plans
我们能帮您规划各种退休计划
Tax Planning
Optimize your tax strategies through multiple tools.
税务规划: 全方位的规划来优化您的税务，合理省税。
Life Insurance
Term, Whole Life, Universal Life, Indexed Universal Life, Variable Universal Life
各种定期、终身人寿险、以及投资型人寿保险。
Medical Insurance
Obamacare (Affordable Care Act), Medicare insurance, Dental and Vision coverage, temporary insurance and Travel insurance.
医疗保险: 奥巴马保险、联邦老年人医疗保险Medicare、牙科眼科、临时保险、旅游保险等等.
Education Planning
We help you on saving for education, planning for college financial aid and assisting you on FAFSA/CSS forms.
教育基金: 我们可以帮助您规划教育基金投资、规划大学教育金申请。
Estate Planning
How ot optimize wealth and estate planning using trust, will, power of attorney, and financial tools?
财富传承: 如何利用信托、遗嘱、power of attorney，理财工具来优化财富传承给后代。
