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September 09, 2010 @ 11:38 AM

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Brandon Bay, Managing Partner
Andrew Meselson, Partner
Susan Chung, CLU
Simon Song,
Joseph Hong,
Jong Ho Park, CPA

Under the leadership of Brandon Bay, PAG has hosted the Annual Advanced Planning Conference to provide professional financial information and advanced planning ideas to the Korean American CPA Society of Southern California (KACPA).  KACPA, as well as  many attorneys have also recognized PAG as a top financial group based on  PAG's integrity, unique resources, and innovative and practical financial strategies. PAG's reputation for the highest  level of professional ethics and reliability provides clients with an extrememly high level of confidence in the programs and products PAG recommends and helps implement.

 

 

 Areas of Service Provided by PAG

•Estate Conservation Strategies

•Retirement Planning

• Asset Management Accounts

• Wealth Preservation & Accumulation Strategies

• Business Planning• Buy-Sell Plans

• Life Insurance for Key Person

• Deferred Compensation & Executive Bonus Programs

•  401(K) & other Company Sponsored plans

 

 

 

 

 

 

 

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Newsletters

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

More Newsletters →

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →