Our Services

“Unconscious incompetence happens to everyone. You don’t know what you don’t know.”

— Tom Hopkins

At Zion Financial Planning, our services include:

  1. Comprehensive Financial Planning Service — values and goal based planning to help you attain your financial objectives.
  2. Economy Analysis — following the trend and development of macro economy and the market.
  3. Investment Management Service — protect capital while participating in market appreciation using a disciplined approach that rewards patience.
  4. Retirement Planning for Businesses — consulting to help you meet legal responsibilities under ERISA [Employee Retirement Income Security Act].
  5. Life Insurance Planning — consulting to help you planning for managing risk and potential benefits for retirement income, long-term care needs, and even estate wealth transfer etc.
  6. 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.