Besides research and education, we also provide the following consulting services:

  • Provide planning and contents of the financial education course and seminars to schools, universities, companies, related government agents, and the related non-profit organizations.
  • Provide consulting to the people who need financial planning and wealth management. We will identify, choose and recommend the companies and professional that best suit their needs.
  • Provide consulting to the people who come to the US for study, immigration, business and tourism.
  • Provide consulting to the people who need to purchase real estate, obtain financial planning or wealth management product, invest on stock markets,  start up or acquire businesses, or conducting any other financial related activities in China, US, or both.
  • Provide a market entrance and collaboration to the financial organizations and personnels who want to be closer the their potential clients.