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Investing(投资)

We help you grow your wealth through a variety of investment strategies, including:

 

· Mutual funds: We help you invest in a variety of assets through mutual funds.

· Exchange-traded funds (ETFs): We help you invest in a basket of assets through ETFs.

· Bond ladder: a portfolio of bonds that mature on different dates. We help you build a bond ladder that provides current income while minimizing exposure to interest rate fluctuations.

· Cryptocurrency: We help you invest in cryptocurrencies, such as Bitcoin and Ethereum.

San Jose CA 货币是怎么来的, 战争如何摧毁货币, 比特币是硬度最高的货币   | MarsMoney | Bitcoin 数字资产  Digital Assets 报税  Income Tax Preparation in  El Sobrante, San Francisco, Richmond CA

Financial Planning(资产规划)

We help you create a financial plan that meets your individual needs and goals. Our financial planning services include:

· Retirement planning: We help you save for retirement and reach your retirement goals.

· Education planning: We help you save for your children’s education and pay for college tuition.

· Tax planning: We help you minimize your tax liability and ensure compliance with all applicable tax laws.

· Estate planning: We help you protect your assets and ensure that your wishes are carried out after your passing.

San Jose CA 投资  Investing, Stock market  ETF investing  Mutual funds  | MarsMoney | 资产规划  美国资产规划师 Financial Planner in  El Sobrante, San Francisco, Richmond CA

Income Tax Preparation(报税)

We help you file your income tax return accurately and on time. Our income tax preparation services include:

· Individual tax returns: We help you prepare and file your individual income tax return.