Wang Wealth Advisors LLC

(415) 753-9167

Solution-Based Services at Wang Wealth Advisors LLC

Hana Xu Wang, MBA, PPC™, CFP®

(415)753-9167

xu.wang@lpl.com


Who Benefits From Our Services: 
  • Advisory clients: Fee-based with assets ranging from $1 million to $100 million or more. Wealth management services encompass wealth accumulation, wealth preservation strategies and wealth transfer and legacy.
  • Fee-only financial planning and hourly consultation clients: Retirement Planning, College Savings Planning, Tax-Mitigation Planning, Estate Planning, Insurance Planning, Investment Management, Business Retirement Planning and advice based on specific financial needs.
  • Insurance clients: Full services with traditional life insurance, disability income-benefit insurance and long-term care insurance; non-traditional insurance in the aforementioned three areas with hybrid and innovative strategies to provide personalized insurance coverage and protections.
  • Clients seeking lifetime income and cash flow: Variable annuities and fixed annuities*.
  • Clients to mitigate market risk and improve potential upside growth: Indexed annuities and fixed annuities*.

*Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. Equity Indexed Annuities (EIAs) are not suitable for all investors. EIAs permit investors to participate in only a stated percentage of an increase in an index (participation rate) and may impose a maximum annual account value percentage increase.