Join Our Firm
We have a winning formula to help grow your business, and
we are looking for a few good people to join us in San Francisco,
San Mateo, and Los Altos.
Our in-house tax professionals will help train you to identify
planning opportunities through income tax returns -- a truly
Win-Win situation, for your clients and for you.
Our CPAs will also offer tax education to help you understand
the tax implications of different financial products and strategies,
thus setting you apart from many conventional financial professionals.
At Lau Financial Services, we apply financial strategies
AND tax saving techniques to help our clients protect and
preserve their assets against market risks, excessive taxes,
and unnecessary estate settlement costs and attorney fees
-- a truly comprehensive and holistic approach.
Our niche areas include:
- Tax Deferral Planning -- through tax deferred like-kind
exchanges, charitable remainder trusts, and private annuity
trusts.
- IRA Distribution Planning -- applying a 5-Step
Planning Program to help your clients parlay their retirement
accounts to a family fortune, and gather large IRA
accounts under management.
- Estate Settlement and Trust Preparation assistance
-- hence providing a viable source to asset management and
financial advice.
Our broker dealer is Houston-based NEXT
Financial Group, Inc. who just won the
Broker/Dealer of The Year Award fifth year in a row, an unprecedented
accomplishment in its class*. For a confidential and private
opportunity meeting, send email to info@laufinancial.com
* Each year Investment Advisor magazine conducts
a poll asking its rep readers to rate how well their broker/dealer
is meeting their needs in key areas such as compliance, training,
marketing, technology support, and overall performance. Broker/Dealers
that are rated the highest by their reps are named "Broker/Dealers
of the Year" in one of four divisions based on each B/D’s
total number of reps.
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