“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 you attain your financial objectives.
- Economy Analysis — following the trend and development of macro economy and the market.
- Investment Management Service — protect capital while participating in market appreciation using a disciplined approach that rewards patience.
- Retirement Planning for Businesses — consulting to help you meet legal responsibilities under ERISA [Employee Retirement Income Security Act].
- 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.
- 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.