Our Founding Principal, Harmon Kong, was featured in an article of Orange County Business Journal.

Here’s an excerpt of the interview:

” Times of economic crisis is always an opportunity to see where attention is needed most. We believe everyone will benefit from having a financial plan yet we know many do not have one. Even some of our newer clients that come to us with money to invest have not done a financial plan or maybe they have but it’s been years since it was updated.  “

You can read the full article here.