Services for Individuals & Families:
-Estate Planning Strategies
Services for Business Owners:
-Business Continuity & Succession Planning
-Key Employee Planning
-Executive Benefits and Compensation
-Qualified Retirement Plan Design
-Employee Benefit Planning
Jung (Eric) Kim helps individuals, families and business owners with holistic financial planning, business strategies and wealth management. Jung utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Jung’s professional philosophy is centered on the ability to provide clear, easily understood explanations of financial strategies and services.
Jung maintains a commitment to continuous education in the field. He is a CERTIFIED FINANCIAL PLANNER Profesional, and has completed the Certificate in Personal Financial Planning through UC Berkley. Jung received his Bachelor of Science Degree in Finance from Louisiana State University. He holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as the variable life and annuity licenses.