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Nicolle Lai
Job title: CFA
Languages spoken: English, Mandarin
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
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Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
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Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
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Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
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Budget calculator
Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.