Founded in 1976, we are one of Los Angeles’ earliest pioneers of fee-only, independent investment advice.
We build modern, cost effective portfolios rooted in academic theory and practical real-world experience. Our backgrounds range from academia to Wall Street.
Whether you are looking for specific guidance or a comprehensive financial plan, we partner with you to address your unique goals and circumstances.
Retirement Plan Services
We offer transparent, low cost, institutional-class solutions and services to 401(k) plans of all sizes. We act as an ERISA 3(38) Fiduciary Investment Advisor.
You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering with your financial advisor, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, our convenient financial services offer the professional administration options you’re looking for.
MORGAN STANLEY WEALTH MANAGEMENT
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
ABOUT PACIFIC ADVISORS
Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 46,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support.
We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives.
I am a Financial Adviser with Eagle Strategies, LLC (Registered Investment Adviser) a specialized division of New York Life, a fortune 100 company. We have 800 members and over 50 in-house counsels with certification in law and accounting for advanced planning. My associates and I serve and have insight consulting on estate and business plans at all levels of wealth. I have worked with clients in portfolio management, providing unbiased fee based financial planning, and implementing full asset protection plans. In addition, I have background in setting up pensions and qualified plans for maximum tax deductions for business owners.
We help clients to identify & prioritize their financial objectives and assist them to take action:
-Simple to advanced financial planning
-Tax saving strategies
-Defined Benefit / Pension set up
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
801 N. Brand Blvd., Penthouse, Glendale, CA 91203
Helping Individuals & Businesses Protect, Preserve and Accumulate Hard Earned Assets/Capital through Customized Wealth Strategies.
“I AM PASSIONATELY AND PURPOSEFULLY COMMITTED TO INCREASING THE STANDARD OF LIVING AND THE QUALITY OF LIFE FOR EVERYONE I WORK WITH THEIR FAMILIES AND THEIR FRIENDS. JOIN ME IN DOING WHAT YOU LOVE TODAY.”
Christine Lee (aka: Chin K. Sung), Ph.D., ChFC, LUTCF
Eagle Strategies LLC
New York Life Insurance Company
Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC)
801 N. Brand Blvd, Penthouse, Glendale, CA 91203
(818) 662-7552/7553 (B); (818) 662-7695 (F)
www.nyladvisors.com for Trusted Advisors
http://bcove.me/tlgb7un8 for high net worth Intellectual Property video
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New York Life Insurance Company, 51 Madison Ave., New York, NY 10010
If you are looking for a CPA and Business Consulting Firm to help grow your business, manage it better and increase profitability, we hope you will consider us. Running a business and moving it in the direction you want is both challenging and time consuming. The many resources we offer can often make a big difference in assisting you on facing those challenges and allowing you more time to focus on your business. Please take a look through our website to see how the business and tax experience of our team members might be a good fit for what you need. You will find valuable business and tax information in our newsletters, financial tools and links.
In addition to our business services, we work closely with individuals on their personal income, trust and estate tax needs. While some tax areas have become simplified, others have become more complex. Please contact us to review your accounting, consulting and tax situations so we can suggest how best we can help you.
“Because Quality Advice Is Your Most Valuable Asset.”
Let’s face it, today’s business owners, professionals, and retirees face tremendous challenges. Tax burdens, cost of living, and life expectrncies are increasing at the same time that many portfolios, savings accounts, pensions and other social safety-nets are decreasing.
Let’s face it together. Our mission is to successfully coach you through these challenges.
LMC Financial Services is a well established and independent financial service firm offering customized tax, investment*, retirement income and estate planning strategies. We have a select, well-educated and experienced team that blends formal credentials with years of practical, hands-on experience. Our unique problem-solving skills can help you successfully meet these challenges and help you go from where you are to where you want to be.
Call us for a complimentary consultation.
Whether you are an existing client, or have just discovered us, we encourage you to utilize all the resources provided on our website and welcome you to visit us often.
Whether your goal is to preserve your wealth, create, or maintain your legacy, we are here to help you. The EH Financial Group is a comprehensive financial planning services firm specializing in various types of investments, wealth management, retirement planning, tax and estate planning. The EH Financial Group is committed to helping our clients improve their long-term financial success. Our customized investment strategies are designed to help grow, manage, and maintain our clients’ wealth by delivering an unprecedented level of personalized service and experience.