Professional Background · Securing Your Business & Family Wealth

Insurance & Tax Planning Advisor
MBA, Tianjin University of Finance and Economics
With over 10 years of corporate accounting and tax planning experience, I have deep understanding of small and medium business structures, corporate surplus management, shareholder dividend strategies, and holding company design.
Years of hands-on experience enable me to accurately identify business owners core needs in tax planning and wealth management, providing practical and actionable solutions.
I excel at integrating life insurance, corporate taxation, policy loans, retirement planning, and wealth transfer to create comprehensive, executable strategies for business owners.
I believe every client situation is unique, which is why I always provide personalized consulting services to ensure solutions truly meet clients actual needs and long-term goals.
10+ years of accounting and tax experience, understanding business owners core needs
Comprehensive planning that combines insurance, tax, and succession strategies
Close collaboration with lawyers, accountants, and financial advisors for compliant solutions
Not just planning, but focusing on executability and long-term effectiveness
Understand your needs and create a customized plan for you
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