Schedule Your Complimentary Consultation

A confidential conversation about your wealth protection, tax optimization, retirement strategy, and legacy planning goals. We take a holistic approach — covering insurance, annuities, education funding, and estate planning — tailored to your family's unique needs.

Alan Wen, fiduciary advisor serving families nationwide. Trusted since 2003 to guide confident, well-informed financial decisions.

Consultations available in English and Mandarin.

🕑 30 minutes 📍 Google Meet or Phone Call

Wealth Protection · Tax Strategy · Legacy Planning

Your Interests First 1,000+ Families Guided No-Pressure Consultation

Guidance For What Matters Most

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Wealth & Retirement

Security that lasts for you and your family.

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Protection & Legacy

Preserve and pass on what you have built.

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Tax & Real Estate

Coordinated planning across your full picture.

You will leave with clearer next steps, even if we are not the right fit.

1Pick a time that suits you 2Share your priorities 3Get a private confirmation

Date

Time

Details

Availability is intentionally limited to a few new consultations each week, so every conversation gets full preparation and attention.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Full Name *

Email Address *

How would you like to meet? *

Google Meet

Recommended for a smooth, face-to-face conversation. Your secure meeting link is included in the confirmation email.

Phone Call

Prefer a direct call? Choose this and share the best number to reach you.

Phone

Optional if you choose Google Meet.

What would you like to discuss?

Free to reschedule or cancel with 24 hours notice. Your details stay private and are used only to prepare for our meeting.

✓

Your consultation is confirmed.

A confirmation email with your meeting details is on its way. Alan will review your notes in advance so your time together is focused and useful.