Happy New Year!
Reflecting on 2019, and looking forward to 2020, there is much to look forward to
and be thankful for. We are truly grateful for each and every client that has entrusted us and
allowed us to walk the financial journey with them. “Accomplish. Progress.”
As the meaning of our company name, Profectus in Latin goes, we look forward
to continue to expand and make a difference each year.
Cheers to another amazing year with you!
Warmest Regards,
Kelly Woo, CFP®, Principal of Profectus Financial
Hampton Inn Hotel Ready for Construction
The Hampton Inn Hotel project has gone through the rigorous permitting process during
a busy holiday season and is finally ready for construction this month. Empower PHX,
a co-developer and co-general manager of the project will be hosting a pre-construction ceremony on
Thursday, Jan. 30 to announce the beginning of construction and to memorialize this important event.
Construction for the Hampton Inn is estimated to take about a year and is projected to be completed by early 2021.
* If you are an investor and would like more information about the ceremony happening on Jan. 30,
please contact our office at (213) 480-9400 for more detail.
Kaiser Retirees Holiday Party
— Sunday, December 8, 2019 —
EVENTS
Private Dine & Learn
Friday, November 8, 2019
Zumba Dance Party
Friday, September 13, 2019
Must Check Financial Items Before the End of the Year
As 2019 comes to a close, it is important to review your finances for end-of-year financial and retirement prep.
Is it a Good Idea to Qualify for Government Benefits?
With retirement around the corner, if there aren’t enough funds, is it better to give up your own assets to qualify for government benefits?
What Would Be the Best Age to Start Receiving Social Security Benefits?
Consider different scenarios to understand the best social security strategy based on your own financial situation.
Why Would Foreigners Consider Overseas Investments Especially in the U.S.?
Considerations to be mindful of for foreign investors when making investments overseas.
Industry News
Identity theft is becoming more prevalent and being aware of ways to prevent a data breach and protect yourself has become increasingly important.
(Source: KYJ CPA)
From the 14 Democrats in the run for the presidency, they are addressing income inequality meaning they will push for progressive ideas that touch upon tax policy as part of the equation.
(Source: Kiplinger)
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