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I recently utilized the services of a financial resource group and was pleasantly surprised. They provided exceptional advice and guidance, helping me make informed decisions about my finances. I highly recommend their services.
Houlihan Financial Resource Group Ltd：您值得信赖的个人理财伙伴
Houlihan Financial Resource Group Ltd 是一家只收取费用的财务规划公司，30 多年来一直为大华盛顿地区的客户提供服务。该公司由注册财务规划师 (CFP) John Houlihan 创立，他的职业生涯致力于帮助个人和家庭实现财务目标。
在Houlihan Financial，我们相信每个人都应该获得高质量的财务建议和指导。这就是为什么我们提供量身定制的个性化服务以满足每个客户的独特需求。无论您是刚刚开始理财之旅还是即将退休，我们经验丰富的专业团队都可以帮助您自信地驾驭复杂的个人理财世界。
我们的服务
我们提供范围广泛的服务，旨在帮助我们的客户实现他们的财务目标。这些包括：
1. 全面财务规划：我们的全面规划流程考虑到您财务生活的方方面面，包括退休规划、投资管理、税务规划、遗产规划和风险管理。
2. 投资管理：我们根据您的个人需求和风险承受能力，提供定制化的投资方案。
3. 退休规划：我们通过制定最大化储蓄和最小化税收的策略，帮助客户规划舒适的退休生活。
4. 税务规划：我们的团队与客户密切合作，制定节税策略，最大限度地减少他们的税负，同时最大限度地提高他们的税后收入。
5. 遗产规划：我们协助客户制定遗产规划，确保他们的资产按照他们的意愿分配，同时最大限度地减少税收和其他成本。
为什么选择后利瀚金融？
客户选择我们作为他们值得信赖的个人财务规划合作伙伴的原因有很多：
1. 收费模式：作为一家收费公司，我们不从第三方供应商处收取佣金或其他奖励。这意味着我们的建议始终是公正的，并且只关注最适合我们客户的建议。
2. 经验丰富的专业人士：我们经验丰富的专业团队包括注册财务规划师（CFP）、特许金融分析师（CFA）和其他致力于帮助客户实现财务目标的行业专家。
3. 个性化服务：我们花时间在个人层面上了解每个客户，因此我们可以开发满足他们独特需求的定制解决方案。
4. 综合方法：我们的综合规划流程考虑到客户财务生活的方方面面，确保他们有实现目标的整体计划。
5. 可靠的业绩记录：我们在大华盛顿地区为客户服务超过 30 年，在帮助个人和家庭实现财务目标方面拥有良好的业绩记录。
综上所述
如果您正在大华盛顿特区寻找值得信赖的个人财务规划合作伙伴，Houlihan Financial Resource Group Ltd 就是您的不二之选。凭借我们的收费模式、经验丰富的专业人员、个性化服务、全面的方法和可靠的业绩记录的成功，我们相信我们可以帮助您充满信心和安心地实现您的财务目标。立即联系我们安排咨询！
houlihanfinancial.com
