Dear Valued Client,

We have been focusing on new product launches while working on improving our
services to better provide for our clients as we continue to strive towards excellence.
Please find more information below on a new hotel investment opportunity, recent events,
and informative articles to keep you updated with the industry.

As always, thank you for your trust in us.

Warmest Regards,
Kelly Woo, CFP®,
Principal of Profectus Financial


Update on New Hotel Investment Opportunity


Ground-Up development of a 101-room, Hampton Inn & Suites in Phoenix, AZ. The subject property lies within a designated
Opportunity Zone, designed to produce significant tax benefits to investors through this designation. This product is one of
the latest Hampton Inn & Suites prototypes that have been in many years in development, with millions invested into R&D
( Research and Development) by Hilton to optimize the construction and provide the best guest experience of any brand for this
price-point. We are excited to be part of this exciting investment opportunity along with our clients. Please contact us for
more information.


Company Bonding Outing

– Friday, May 31, 2019 –

Recent Events

Private Dine & Learn

Friday, July 19, 2019

Private Boat Ride & Lunch

Tuesday, June 25, 2019

Recent Company Articles

– Written by Kelly Woo, CFP®, Co-Founder and Principal


Opportunity Zone Fund

Learn how opportunity zone funds can help defer, reduce, and zero out the capital gains taxes.


Different Life Insurance for Different Needs

Understanding various types of life insurances in order to properly select the one that’s suitable for your needs.

life insurance

Who Should Consider a Living Trust?

Review how a living trust can be beneficial in different situations to motivate establishing the plan sooner than later.


Industry News


Beware: Fake IRS Letter Are Making The Rounds This Summer

With the correspondence season in full swing, the Internal Revenue Service (IRS) is sending out bills and notices to taxpayers. Learn how to tell the differences between what’s real and what may potentially be a scam.

(Source: Forbes)



Opportunity Zone’s Biggest Myths

The 2017 Tax Cuts and Jobs Act established the Qualified Opportunity Zone program providing tax incentives for private, long-term investments in economically distressed communities allowing reduction of tax burdens. See how this can benefit you as an investor.

(Source: Forbes)


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