Plan to win your life and protect your family and business
Todd Zeng
CPA/CGA, RRC
I want to work with you to create a plan that maximizes the control you have over your daily living. An effective financial plan means protecting everything that you have, while entertaining, and accomplishing the ability to grow.
Working hard to make a living is only half the battle in this lifetime. I will help you maximize savings on taxes, help save for your children’s education, and lead you to a position of financial freedom where worry and concern are minimal.
Financial Solutions
Whatever your financial goals in life may be; we are pleased to offer a wide variety of services that are specifically tailored to you and your life vision.
Protection of Business Owners' Financial Interest
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​Funding for Buy and Sell Agreement and Business Succession
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Key-Person Insurance and Executive Compensation
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Protecting Business Loan
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Funding-Capital-Gains Tax on a Business at Death
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Creating Wealth through Business Owned Life Insurance
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Split-Dollar Arrangement
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