Right after graduating from school, I’ve partnered with Rachel to support my journey to retirement and financial independence. Truthfully speaking, I knew that financial planning was important but didn’t know where to start. Rachel has been extremely helpful in navigating how to get started effectively and efficiently - she lays out all the options and provides comprehensive tips on how to maximize every dollar earned. Every time I hop on a call with Rachel, I learn something new and feel so safe knowing that she will always support me with my best interests in mind. I cannot recommend her enough! Sally and Jonathan, your exceptional support and commitment deserve a 10/10 feedback. Thank you for making a potentially complex process feel manageable and for your unwavering support.

Rachel is incredibly patient and takes the time to explain things clearly, even when I need to hear it a few times before it sticks. I trust her guidance and really appreciate how knowledgeable and approachable she is. I highly recommend her to anyone who wants expert help managing their investments without the stress.

“I had a great experience working with Rachel. She explained everything clearly and patiently. Also, she is very quick responding to questions and requests. I highly recommend Rachel as an advisor, she makes the process easy!”

I appreciate the information sessions I had with Rachel Chan. I was able to learn a lot more about investing in insurance and the different ways it can be used to protect my future along with nuances such as age and other variable factors that would influence a plan's value and cost. She responds very quickly to questions, and I feel safe and secure knowing I can consult with her in case anything were to happen in the future

Thomas and Rachel are knowledgeable and did an excellent job explaining the life insurance coverages that worked for me and my husband. We are grateful to Thomas and Rachel and we would recommend their services to anyone who is looking for guidance in this respect. Keep up the great work guys!

Rachel is an incredibly knowledgeable, patient, and trustworthy advisor! I honestly had no idea where to start when it came to managing my finances; I just knew it was important, but it definitely felt overwhelming to learn on my own. With Rachel’s guidance, everything became a lot clearer and manageable. She always keeps my best interests at the forefront, and I highly recommend her to anyone who wants to feel more confident and at ease managing their finances.