Mission Statement

- We are deeply focused on, and committed to, helping American business owners and individuals alike, in achieving their financial goals and dreams.

- We pride ourselves with professional integrity, honesty, and superior knowledge

- We strongly believe in continuing professional education above and beyond the required.

- Our greatest and most valuable asset is our relationship with our clients.

Our Business Model

We strongly believe in the integrative approach to your financial wellness.

Optimal financial results are merely a gamble and wishful thinking unless all critical factors are taken into consideration.  These factors include, but are not limited to, federal and state taxation laws, proposed changes in tax laws, business exit strategies,  life style anticipation, legacy wishes, personal and family dynamics and special situations. 

About the founder Joseph S. Yung

Possessing over 30 years of general business and strategic financial management experience including over 20 years of taxpayer advocacy involving audits and collections, complex business advisory and personal financial planning.  

Prior to starting his own practice, Joseph was employed by several U.S. conglomerates including Johnson & Johnson, Borden, Inc., American Home Products, G.D. Searle & Co., and Republic Health Corporation holding positions ranging from auditor, cost accountant and financial analyst to controller, vice president of finance, and chief financial officer.

Joseph earned his MBA degree in International Management from the University of Dallas, and holds the designations of Certified Public Accountant (California), Personal Financial Specialist (AICPA), and Certified Financial Planner (IBCFP).