Street view of Murrick Head Office.

Blog

Home » Blog

How to Structure a Buy/Sell Agreement

One of the most devastating things that can happen to a business is the death of a significant shareholder, especially when it is a small partnership with only two or three …

Read more

Options for Funding a Buy/Sell Agreement

A major consideration in structuring a Buy/Sell Agreement for dealing with the potential of the death of a shareholder is ensuring that the remaining shareholders have the financial means to pay …

Read more

Understanding Spousal Rollovers

According to tax law, assets may be rolled over or transferred to a spouse with no immediate tax implications. This is known as a spousal rollover. Essentially, the spouse will assume …

Read more

Don’t Make These Five Life Insurance Mistakes

Life insurance is an important part of managing your family’s future, and you don’t want to mess it up with a stupid mistake. Here are five common mistakes that can …

Read more

Five Reasons Why Life Insurance Matters

Perhaps you’ve been thinking about getting life insurance, but you’ve been putting it off. You haven’t needed it yet, so how important is it, really? Here is some food for …

Read more

Testimonials

Keith G.

I’ve been really pleased with the level of attention to my financial plan.

Leton R

Neo Huang is the best. I have been renewing my vehicle insurance with them for years 4 years now. I called yesterday around 5pm to get a quote to renew for my next year. He had left the office at work already, but still answered my call and filled out my application to get delivered to my work the very next day. Friendly, efficient and incredible service! A pleasure to deal with every year. Thanks again.

Michael Dinh

I first came here because it was just up the block from my place. Great place to get my insurances. They helped me with my stolen license plates, custom license plates. Very knowledgable and very patient with me. I highly recommend this place.

Latest From Our Blog