J. L. Chen
Chartered Financial Consultant
- Role
- Board Member at Northwest Chinese School
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About J. L. Chen
I specialize in:* Helping individuals in all income brackets and all stages of financial life cycle with wealth accumulation and tax advantaged education funding and retirement strategies.* Creating succession plans and exit strategies to help business owners become financially independent from their company.* Asset protection and wealth preservation planning.* Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance. We work on bring experience, value and insight to your situation and assist you with your business and estate planning needs. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Experience
Board Member
Mar 2014 — Present · Seattle, WA, US
Skills
- Retirement Planning
- Small Business
- Investments
- Estate Planning
- Multi-Generational Wealth Transfer
- Asset Protection
- Protection Planning/Family Security
- Gifting Strategies
- Succession Planning
- Key Person Protection
- Wealth Preservation Planning
- Financial Analysis
- 401k Rollovers
- Employee Benefits Design
- Relationship Management
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