Jungdae (Eric) Kim specializes in advanced planning strategies, business continuation strategies and investment advisory services for families and individuals in reaching their financial goals. Eric utilizes his knowledge and experience in combination with expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Services for Business Owners:1. Business Continuity & Succession Planning2. Key Employee Planning3. Executive Benefits and Compensation4. Qualified Retirement Plan Design5. Employee Benefit PlanningServices for Individuals & Families:1. Estate Planning Strategies2. Insurance Planning3. Investment Planning4. Retirement Planning
Listed skills include Annuity Strategies, Insurance Needs Analysis, Education Planning Strategies, Retirement Planning Strategies, and 2 others.