OUR SERVICES

Comprehensive Solutions for Every Need

Comprehensive Solutions for Every Need

Professional services tailored to the Vietnamese-American community

Health Insurance

Comprehensive health coverage options for individuals and businesses

Life Insurance

Protect your family's financial future with our life insurance services

Retirement Services

Plan for a secure financial future with our retirement services

Tax Services

Expert tax preparation and filing for individuals and businesses

Vietnam Consular Services

Complete consular support for Vietnamese citizens and Vietnamese-Americans

Notary Services

Professional mobile and online notary public services

College Planning

Guidance to help families plan and save for college education expenses

Estate Planning

Secure your legacy with comprehensive estate and asset protection strategies

Real Estate

Expert assistance for buying, selling, and investing in real estate properties

We serve clients in English and Vietnamese

Chúng tôi phục vụ khách hàng vá»›i ngôn ngữ:  tiếng Anh và tiếng Việt mẹ đẻ

MBA Quyen Le Founder & Lead Consultant Texas 9+ years of experience in Professional of Financial and Viet Nam Consular Services Skylar Phuong Tran 10+ years of experience in Professional of Financial and Retirement Planning Tennessee License IRS EA
Estate : Realtor & Investor
My Nguyen 8+ years of experience in Professional of Financial and Professional of Tax Indiana PhD. Kathy Nguyen 15+ years of experience in Professional of Financial and Professional of College Planning California BS. Tri Tran (Tony) Realtor Professional Texas 12+ years of experience in Professional of Financial and Professional of BUY-SELL-INVEST-LEASE (RESIDENTIAL & COMMERCIAL)

Frequently Asked Questions

While based in Houston, TX (11111 Katy Fwy #100, Houston TX , 77079), services—including Vietnam consular assistance (5-year visa exemptions, passport renewals), tax preparation, financial planning, and insurance, ..... — are available nationwide across all 50 states via remote and mobile support.

Missing the 7-month Initial Enrollment Period window can result in a permanent 10% Part B late enrollment penalty for every 12-month period eligible but not enrolled. Enrollment must then wait until the General Enrollment Period (January 1 – March 31).

Generally, death benefits paid to named beneficiaries are income tax-free. However, interest accrued on death benefit payments or large estates exceeding federal exemption thresholds may be subject to taxes.

An FIAs links your return to a market index (like the S&P 500) while guaranteeing zero downside risk. If the market index drops, your principal and previously credited interest remain locked and protected from losses.

Early withdrawals before age 59½ generally incur a 10% IRS tax penalty on earnings, plus potential surrender charges levied by the insurance carrier if taken during the surrender charge period.

Schedule Your Appointment

Fill out the form below and our team will contact you within 24 hours to schedule your service.