
OUR SERVICES
Expert Guidance. Comprehensive Solutions.
Retirement Planning
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Annuity Planning
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Tax-Free Retirement Solutions
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Risk and Asset Management
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Retirement Need Analysis
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Life Settlement Portfolio
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Estate Planning
Tax Preparation & Planning
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Tax Preparation
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CFO/CPA Services
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Individual Asset Management
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Business Accounting
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Strategic Tax Planning
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Succession Planning
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INC, LLC, S Corp, Not For Profit (NFP) Services

Life Insurance
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Personal Life Insurance
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Group Life Insurance
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Buy-Sell Agreement
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Key Person Plan
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Executive Bonus Plan

Private Lending
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Hard Money Loans
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Lending Investment Options
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Re-Financing
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Promissory Notes
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Mortgage Notes
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Trust Deeds

Property Management & Investment
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Control Maintenance Costs
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Market Property and Vacancies
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Property Leasing
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Property Money Management
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Property Maintenance Services

Our Vision
To educate, establish, and maintain a healthy financial future for every family and business owner around the globe regardless of financial status.
Our Mission
To empower every individual of all ages with the necessary financial literacy and products to secure their financial success.
OUR PARTNERS
Strong Relationships. Lasting Impact.









Meet The Team

Peterson Go
Chief Executive Officer

Arshad Farooq
Certified Public Accountant

James Pahng
Executive Manager

Kyle Arceo
Associates Manager

Jade Go
Associates Manager

Jeanah Go
Associates Manager

OUR PARTNERS
Let's Build Your Financial Future
21660 E. Copley Dr . Diamond Bar, CA 91765- Diamond Bar Office
15859 Edna Place, Irwindale, CA 91706 - Irwindale Office
