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We Believe in Long-Term Investment

So many studies show that one of the best ways for individual investors to accumulate wealth is by continuously saving/investing on diversified securities that have low-cost for a long time. “Timing” or “Betting” on “Hot Stocks” is often a reason for small investors to lose money because it’s extremely difficult, if not impossible, to predict what the market will do a month or a year from today. So, we focus on what we can control: the amount of saving/investment, diversification, and the associated costs, to help our clients obtain realistic and sustainable wealth.

We Work Only for You

We do not receive any commissions or referral fees when you purchase financial products we recommend. The only way that we get paid is by providing unbiased and beneficial suggestions to our clients.

We Treat Everybody Equally

Current financial systems and compensation structures are set to favor the rich, which lowers the chance for “normal people” to get quality financial services that are much needed. Misook Yu founded this company to help those who are in the dark in the current financial system, but are in great need of quality services. We charge fees based on the time we spend and the complexity of the issues that we need to handle, not on the amount of money one has.

We Care About Your Savings

We truly understand saving even small amounts can make a big difference in the long run. So, we’ll do our best to educate you and automate your financial management to minimize your costs. And whether it’s securities investment, loan, credit card, or insurance, we can analyze fees that you are currently paying and compare to alternative ways to save you money.