Terry Luk Tax & Financial Planning Services offers MORE than regular tax services.
In addition to my core service of tax return preparation and filing, I will help clients to grow and safeguard their wealth by applying my financial quantitative skills, my knowledge and my 22-plus years of hands-on financial planning work experience in the insurance, investment and taxation industries.
The following are examples of some of my consultation services, substantiated with quantitative analyses, on various areas of personal finances:
- Estate planning
- Personal risk management analysis on life, auto and property insurance
- Annuity contract analysis
- Investment risk and return analysis on real estate property and financial assets
- Company stock options exercise planning and implementation
- College education planning
The mission of my tax and financial planning advisory services is to offer useful solutions substantiated with quantifiable facts to help clients resolve their personal financial puzzles, and to grow and safeguard their wealth to achieve their financial goals.
During my 22 years of financial planning advisory experience serving both corporate and individual clients in the job functions of risk management consultant, actuary, tax returns auditor, and investment consultant, I have helped remedy the unnecessary “drain” of my clients’ financial wealth in the form of taxes due to the lack of tax and financial planning.
