Products and Services At-A-Glance
Ms. Ho is dedicated to assisting individuals and small business owners plan for their future financial needs by providing access to an array of products and services including:
Life Insurances (Terms, UL, IUL VUL, Whole Life, Survivorship)
Mutual funds-( Large Cap Growth/Value, Small/Mid Cap Growth/Value, International Equity, Asset allocation, Target Date, Sector)
Annuities -(Immediate, fixed, indexed, variable, group)
Long term care and Disability Insurance
Stocks
Retirement and Tax-Advantaged Accounts
College savings funds-529 plans, Coverdell Education Savings Account
Health Insurances
Diversification/Risk Management
Dollar Cost Averaging