Simplify, Be Deliberate to Protect - Goal, Period, Risk Budget (GPRB) Based Process

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

I like to come in and show you what we can do to help you in helping you learn and understand the financial options available.

Would _________day at _________ AM / PM be convenient for you?

If Yes:
Can you please let me know your company address? _________________
Thanks for your time see you on ___________________

If No:
When would be a good time to call you back and further discuss?
I will call you.
Thanks for your time

Fochson Fung, AIF®

Specializing in Retirement Income and Distribution Planning for:

Individuals entering their retirement years.

Business owners establishing their own retirement plans.

Retirment Plan rollovers to IRAs for people changing occupations.

Call 408.398.8000

We are conveniently located in:

1900 South Norfolk Street Suite 350 San Mateo, CA 94403