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What we will cover during the consultation session:
Your Current Situation & Goals to help us to better understand what you're looking for.
Free Tax Savings Assessment to discover any tax savings opportunities.
Where To Look for improvements in your business and personal taxes, accounting & finances.
Offices of Joon Um
CERTIFIED FINANCIAL PLANNER™
IRS Enrolled Agent
Chartered Life Underwriter
Chartered Financial Consultant
Quickbooks Certified Proadvisor
America's Health Insurance Plans Certified
9100 Wilshire Blvd #725E
Beverly Hills, CA 90210