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Quality         高质

Enthusiasm  热情 

Integrity      诚信

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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. 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

我们能帮您规划各种退休计划

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。

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Life Insurance

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

我们提供各种定期人寿险以及投资型人寿保险。

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(Obamacare)、联邦医疗保险Medicare、牙科眼科、临时保险、旅游保险等等.

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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。

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Contact Us

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