Lau Financial Services

A Full Service Wealth Management Consulting Firm

Welcome to our website.

Here you will find information about us, who we are, what we do, our service philosophy, as well as finding helpful financial and tax articles and calculators.

We are especially proud of our E-Seminar feature where you can get a 10 Minute mini seminar addressing different areas of interest. We also conduct live seminars at different locations in the SF Bay Area where you may enroll online.

Thank you for visiting our site. Please tell a friend about us. Call us for a complimentary consultation. 

Market Watch

May 16, 2008 @ 03:31 AM

Dow Jones Industrials 12,992.66+ 94.28
Nasdaq Composite 2,533.73+ 37.03
S&P 500 1,423.57+ 14.91
S&P Mid-Cap 400 881.10+ 10.28
S&P Small-Cap 600 392.63+ 4.01
Russell 2000 743.38+ 7.31
10 Year Treasury Note 3.91- 0.01

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Newsletters

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

Your Estate Net Value

For many, the ultimate goal of estate conservation is preserving a financial legacy to pass on to loved ones or charitable organizations, and the first step toward reaching this goal is determining how much there is to conserve.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

More Newsletters →

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Estate Taxes

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

Cost of Retirement

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →