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
- Mutual funds
- Variable Annuities
- Variable Universal Life insurance
- Stocks
- Professionally managed portfolios
- Retirement Planning and Tax-Advantaged Accounts
- College savings funds
- Health Insurances - certified as a CoveredCa agent
- Diversification
- Dollar Cost Averaging
- Information and analysis of the investment marketplace