Broker Check

Services & Outcomes

Services Designed to Redefine Your Outcome

Chau Lai’s comprehensive financial analysis and planning services include:

  • Investment analysis of cost, risk & tax exposure
  • Insurance analysis, design, and coordination
  • Cash flow analysis and management
  • Tax mitigation strategies
  • Retirement income planning
    Business succession planning
  • Estate planning and asset protection
  • Legacy and charitable planning

In the process, she and her team empower their clients to:

  • Redefine their meaning of success and significance
  • Define their true purpose for money
  • Deepen their financial literacy and fluency
  • Evaluate and clarify their lifestyle priorities and goals both objectively and comprehensively
  • Understand the interconnected relationship of personal, family, and business finances
  • Make informed decisions to protect, grow, and conserve their wealth for their lifetime and for future generations
  • Avoid the erosion of wealth through prudent tax efficiency and distribution strategies
  • Weigh options to maximize bequests to future generations and charitable causes