Services

Personal Solutions

Julia provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Tax and Financial Planning

Although investing wisely is essential to building and protecting your assets, reducing your tax liability is even more important.

We specialize in employee stock option planning and will strategize to reduce your ordinary & capital gain tax.

You will also want to consider retirement strategies that provide tax-deferred growth and tax efficiency.

If you want to pass your wealth to the next generation, we will help you review your gift tax & estate tax liability before you plan or alter your financial planning strategy.

We work with each client, taking their personal factors into consideration to identify and prioritize their goals to establish a flexible strategic plan.

Wealth Management and Retirement Planning

We implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We continually monitor your plan, adjusting it as your needs change.

Asset Protection

Even the best plans can't predict the future. We provide risk management strategies to help you face life's unforseen circumstances, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover should be a strong consideration. We can help you determine the right course of action for you.

Investment Management

Through Eagle Strategies LLC, we utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons to reach your overall investment objectives.

Disability and Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Business Solutions

At the office of Julia Lin, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits

The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.

Succession Planning

Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

Key Person Insurance

Key person life insurance offers a death benefit that indemnifies an employer for the loss of one of its most important assets - the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to recruit and develop a replacement for the employee.

Buy-Sell Agreements

A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to ensure that the arrangement is properly funded so that there will be money when the event is triggered.

Deferred Compensation

Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.

Calculators

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  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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