About
About
Dr. Zhu
Dr. Zhu earned her Ph.D. from Tufts University and holds the prestigious Enrolled Agent (EA) credential, the highest designation awarded by the IRS to tax professionals. She is dedicated to helping individuals and families achieve financial security through tax-efficient strategies.
As the leader of a team of licensed life and health insurance professionals, including certified specialists in long-term care, annuities, and education planning, Dr. Zhu offers a holistic approach to financial preparation. Her team provides tailored solutions for family protection, retirement, education funding, emergency savings, and estate planning.
Why Choose Us
Reason For Choosing Us
Trusted Professionals
With a proven track record, we are known for reliability, professionalism, and successful results.
Independent Expertise
We offer unbiased access to top-rated financial products from the best carriers, tailored to your needs.
Nationwide Service
We proudly serve clients across the country with expert guidance wherever you are.
Bilingual Support
Fluent in English and Chinese, we bridge language gaps to serve diverse communities effectively.