Celebrate Your Success

Services

OUR SERVICES

You have a lot to protect.

There are many ways to invest and you deserve more than copy-and-paste solutions.

Business Solutions

Our business clients have a tight schedule. They work hard to create and build their businesses, and it's our job to help ensure a smooth transition for the expected and unexpected events.

Effective business planning helps protect against the loss of key employees, perform meaningful business valuation, create buy-sell agreements to eliminate potential future conflicts, and create efficient strategies to allow for sustainable growth. We have the tools and experience to help you put those plans in motion.

Succession Planning
Executive Carve-Out Plans for Life and Disability
Multi-Life Discounted Disability Income and Long-Term Care Coverages

Employee Benefits
Group Health, Life, Long-Term Disability Plans
Retirement Plans (SEP, SIMPLE, 401k, Profit Sharing, Defined Benefit)

Estate Planning

“The best way to predict the future is to create it – A. Lincoln”

Thanks to years of experience and obsessive attention to our work, our advisors can anticipate your future demands and set up the continuation of your legacy. It begins with developing a personalized road map that outlines the measures you need to take to live your best life while also navigating the difficulties of structuring wealth for future generations.

Beneficiary

Designation

Life Insurance

Tax Mitigation

Probate

Estate Taxes

Legacy Planning

Wealth Transfer

Asset Protection

Charitable

Trusts

Will/Living

Trusts

Power of

Attorney

Financial Wellness

Wherever life leads you, we can help you plan for the moments that matter most.

One of the most significant obstacles to effective wealth accumulation is the lack of planning.

Many of us are facing risks to our retirement from uncertain markets, rising costs (i.e., inflation), and longer lifespans that require greater diversity in our approaches. We are dedicated to helping clients protect their income, preserve capital and accumulate wealth. Learn how to effectively budget, save for college, and plan for retirement through a personalized financial wellness checkup with our team.

Approach

OUR APPROACH

Open Platform Network

A holistic approach geared towards helping you find the best-in-class in support and value.

01. Assess

During our initial appointment, we will gather data to better understand your financial objectives. We will discuss your situation, identify concerns and establish goals.

02. Design

Once we have analyzed your current financial situation, we will review and present all suitable options so we may develop a personalized roadmap that best fit your situation.

03. Implement

We will help you navigate your financial planning journey based on your priorities and risk tolerance. From one waypoint to the next through handpicked products and services.

04. Onward

Every now and then, unforeseen elements can alter our course. We will work with you, your in-house and outside counsel, tax advisors to help you stay on course and reach your financial goals.

Get Started

Mission

OUR MISSION

Become a Better Planner, Together.

Life is a journey.

While all of us have good intentions to get our finances in order, we may not always have the time, or even know where to start. We will help you build a plan to reach your goals, on your terms.

YOUR VISION. YOUR FUTURE.

YOU

Let's Plan Together

Team

OUR TEAM

Expertise you need. Service you deserve.

We come from top professional and financial institutions,
holding ourselves to the highest ethical standard.

Dickson Lau

Director of

Brokerage

Lindsey Sherer, CFP

Director of Financial Planning

Samuel Lau

Managing

Director

Andrew V. Marin, JD

Director of Advanced Planning

Jay Ding

Director of

Business Planning

We have helped implement over $1 billion
in coverage for families like yours.

Hear from Our Clients

"Onward is a very professional and dedicated group. They are able to present and implement solutions better than anyone I've met. Their guidance has been priceless."

Nate Lipp

Filmmaker, Two-time Emmy Nominated P.G.A. Producer

Talk to us today, feel secure about tomorrow.

Licensing