Chu Investment Group

Credible and Clear Financial Advice

Service List

The key difference between tax planning and preparation is analogous to playing a game and keeping score.  It’s too late to change the score after the game is over.

Tax Planning

CIG offers preparation services for both Federal and California income taxes.  The Initial consultation is free.  CIG charges a flat fee based on processing time.  This fee starts at a minimum $85 for the first hour.

Tax Preparation

You should have a good idea of how much money you make, but how much do you spend and where?  How much do you have leftover to save?  How much should you be saving to meet your goals?  How can you improve your savings rate?

Cash Management Analysis

Text Box: The difference between what you own, assets, and what you owe, liabilities, determines your net worth. How much are you worth? What is the composition of your net worth? How do you compare with similar demographic profiles?

Net Worth Analysis

Financial Planning—TBD