Ken Oon, Certified Estate Planner, AEPP, CLPA.

As a financial planner with a focus on estate planning for business owners, I bring a unique perspective to the table. With a background in engineering and over a decade of experience in the automotive sales profession, I have developed a deep understanding of the challenges that business owners face when it comes to planning for the future.

As an entrepreneur myself, I know firsthand the importance of having a comprehensive estate plan in place. That's why I am dedicated to helping other business owners navigate the complexities of estate planning and create a plan that meets their unique needs and goals.

My approach is centered around building strong relationships with my clients, taking the time to understand their business and personal goals, and working closely with them to develop a customized plan that provides peace of mind and financial security. Whether you are looking to protect your business assets, plan for succession, or minimize estate taxes, I am here to help.

In addition to my expertise in estate planning, I also have a strong background in investment management, retirement planning, and tax planning. I am committed to staying up-to-date on the latest industry trends and regulations, and I am always looking for new ways to help my clients achieve their financial goals.

If you are a business owner looking for a trusted partner to help you navigate the complexities of estate planning, I would be honored to work with you. Contact me today to learn more about how I can help you achieve your financial goals.