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Professional  专业

quality            高质 

Integrity        诚信

Brainstorm Team Meeting

About Us

Pan's Financial Inc is a customer-oriented company. We are here to help your financial needs in your life-long journey with holistic plans through our professional. We have in-depth knowledge of the financial industry and service to assist you for your best interests. 

Our Services

What We Provide

Retirement Plans

We can help you on different retirement plans


Tax Planning

Optimize your tax strategies through multiple tools.

税务规划: 全方位的规划来优化您的税务,合理省税。


Life Insurance

Term, Whole Life, Universal Life, Indexed Universal Life, Variable Universal Life


Medical Insurance

Obamacare (Affordable Care Act), Medicare insurance, Dental and Vision coverage, temporary insurance and Travel insurance.

医疗保险: 奥巴马保险、联邦老年人医疗保险Medicare、牙科眼科、临时保险、旅游保险等等.


Education Planning

We help you on saving for education, planning for college financial aid and assisting you on FAFSA/CSS forms.

教育基金: 我们可以帮助您规划教育基金投资、规划大学教育金申请。


Estate Planning

How ot optimize wealth and estate planning using trust, will, power of attorney, and financial tools?

财富传承: 如何利用信托、遗嘱、power of attorney,理财工具来优化财富传承给后代。

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