Company overview
Our Mission
We believe in empowering our clients to make informed financial decisions. Our mission is to provide expert guidance, robust strategies, and unwavering support to help you achieve your financial aspirations.
Our Team
Introducing our dedicated team of financial consultants, each bringing a wealth of expertise and a commitment to your success.
- Lien Tran, Founder & Lead Consultant
With over 10 of experience in the financial sector, Lien specializes in personal finance.
Your trusted partner in achieving financial success. Whether you’re an individual seeking to optimize your investments or a business looking for strategic financial guidance, we are here to help you navigate the complexities of finance and achieve your goals.
Our Services
Services
- Personal Financial Planning
Our personal financial planning service encompasses budgeting, retirement planning, estate planning, and more. We will help you create a roadmap to reach your financial goals. - Investment Management
Our investment management services include asset allocation, risk assessment, and ongoing portfolio monitoring, offering you tailored investment strategies that align with your risk tolerance and objectives. - Business Consulting
We assist businesses with financial forecasting, capital raising, and operational efficiency. Our goal is to enhance your financial health and scalability. - Tax Strategies
Let us help you navigate the complexities of the tax system. Our team provides advice on tax-efficient investment strategies and estate planning to help you keep more of what you earn.
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
“Working with Lien has transformed my approach to financial planning. Their personalized strategy helped me feel more secure about my retirement.”
