“Unconscious incompetence happens to everyone. You don’t know what you don’t know.”
— Tom Hopkins
At Zion Financial Planning, our services include:
- Comprehensive Financial Planning Service — values and goal based planning to help clients attain their financial objectives and financial security.
- Economy Analysis — following the trend and development of macro economy and the market in order to justify clients’ planning decisions.
- Investment Management Service — protecting clients’ capital while participating in market appreciation using a disciplined approach that rewards patience.
- Retirement Planning for Businesses — consulting to help business clients meet legal responsibilities under ERISA [Employee Retirement Income Security Act].
- Life Insurance Planning — consulting to help clients planning for managing risk and potential benefits for retirement income, long-term care needs, and even estate wealth transfer etc.
- Tax Preparation & IRS Representation — Wen is an Enrolled Agent (EA), the highest credential a tax professional can earn from the IRS and a designation recognizing Wen as one of “America’s Tax Experts.” EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS to help taxpayers alleviate their tax concerns.