5 /5 F B: It can feel a bit overwhelming when you set out to take reign of your financial goals without any guidance. My wife and I decided to take on the journey. We then searched for a financial advisor with the hopes we would find an honest, humble, knowledgeable, dependable and reliable person to lead us. Jeff Wang is that man. He has shown himself to be a man of integrity and wisdom. He knows the ins and outs of how finances work. Initially, he met with us in person at our home. Provided an assessment of our then existing financials. He rated our risk factor. He made a plan for retirement for us. He designed a future plan on paper for us to reflect on. After signing on with him, he began working immediately and helped us convert our retirement accounts, helped us set up a new account with a well known firm, guided us towards which categories to fund in our 401K. He knows exactly how to set up a Roth IRA. That was huge for us. We are business owners in Plano, Tx and Jeff Wang helps us keep track of our Accounts on a monthly basis and has a monthly plan always at work for us. We meet once per month to discuss our goals and cash flow so we can invest into our accounts without worry. He helps you gain the discipline you need to put aside the necessary investment for your future. To treat it as a urgent bill. Jeff not only guides you and helps you reach your goals, but also works side by side with other people in your network like your CPA to assure all books are aligned so Tax Season is on par and less confusing. Since we met Jeff our net worth has increased highly and our knowledge of money even more so. He is our go to guy for every financial question. We pray he can be yours as well. I applaud anyone deciding to take the journey. It is well worth the investment. Jeff is worth the investment.
