About Us

How We Will Work Together

Our process begins with an initial meeting.  This complimentary session is simply about getting to know each other.  We want to know:

• Your story:  What are your top priorities; what’s important to you; what are your financial anxieties; your financial successes, your aspirations; your plans for your retirement years.
• Your questions:  The majority of the time is spent here.
• Your expectations:   What would you want from this relationship?
• Is there a fit?  A mutual discussion of your needs versus our service, and will it serve your family.

How to Use Our Firm:  Our retirement plans proactively guide you to a more secure retirement.  We offer you two options:

1. Comprehensive Personal Retirement Plan Package:  This plan addresses all areas of your financial life including Income Planning; Expense Management; Tax Planning; Debt Management; Investments; Social Security & Medicare; Insurance; Estate Planning & Housing.

You’ll receive:

• unlimited access to us and support to help you successfully implement your plan
• two to three personalized sessions with us annually
• instruction on your different retirement options and what works best for you
• an Action Plan and binder

Our minimum for this package is $250,000 in investable assets.  Our advisory fee is 1.25%. Our fee schedule is tiered               and is reduced after your account reaches certain values.

2. Personal Retirement Plan:  This is a comprehensive retirement plan and it is designed for people who want to manage their own money but need help with the planning and a second opinion on their investments. We do not manage your money with this option.

The flat fee for this plan is two payments: $1,250 at the start of our engagement and  $1,250 when you receive your                  plan.

You’ll receive:

• unlimited access to us and support to help you successfully implement your plan for the first six months
• two personalized sessions with us within the first six months
• instruction on your different retirement options and what works best for you
• an Action Plan and binder
• Unlimited electronic access to your plan

We build your retirement plan around your lifestyle with the flexibility you desire. As circumstances change for you–for better or worse–at any stage of your life, we adjust both the distribution scenarios and the actions you’re taking today to keep your plan on track with your goals.  It’s about enjoying your money and enjoying the things you most want out of life.

3. Legal Requirements for Using a Virtual Office in Vietnam

Using a virtual office in Vietnam involves several legal considerations that businesses must adhere to in order to ensure compliance with local regulations. Here are the key legal requirements:

1. Business Registration AddressTo register a business in Vietnam, having a legal address is mandatory. A virtual office can serve as this address, allowing companies to fulfill the requirement without needing a physical office space. According to the 2020 Law on Enterprises, the registered office must be located within Vietnamese territory and must provide a clear address, including contact details such as phone and fax numbers.

2. Compliance with Local LawsBusinesses must ensure that the virtual office provider is compliant with Vietnamese laws and regulations. This includes verifying the provider’s business registration and licensing. It is essential that the virtual office service is legitimate and recognized by local authorities to avoid any legal issues.

3. Documentation and Record KeepingAlthough the law does not explicitly prohibit multiple businesses from sharing the same address, companies are required to maintain proper documentation at their registered office. This includes keeping business registration papers, accounting records, and other relevant documents accessible at the registered location. Failure to comply with these record-keeping requirements can lead to penalties.

4. Tax ObligationsCompanies using virtual offices must also be aware of their tax obligations. The tax authorities may scrutinize businesses that use virtual offices, especially if there are multiple registrations at the same address without physical presence or operations. Businesses should ensure they are transparent about their operations and maintain accurate tax records.

5. No Specific Regulation for Virtual OfficesCurrently, there is no specific legal framework that governs virtual offices in Vietnam. While this means that businesses can utilize virtual offices for registration purposes, it also implies that they must operate within the broader context of existing business laws, including those related to taxation and corporate governance.In summary, while using a virtual office in Vietnam is legally permissible and offers several advantages for cost savings and flexibility, businesses must adhere to local regulations regarding business registration, compliance, documentation, and tax obligations to operate legally and effectively.

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