About Us |
Dr. Emily Loi
Retirement Planning Specialist
Retirement Planning Specialist
|
Emily Loi is a physician who pursued a Bachelor of Science (B.S.) degree in biology from the University of California, Los Angeles (UCLA) in 1996. In 2002, she graduated as a Doctor of Medicine (MD) from the AUC School of Medicine. Driven by an inquisitive nature she continued to seek knowledge in different fields. Ultimately her internal calling has led her into the financial industry.
As the founder of Wealth Creation Insurance Services, Inc., Emily is committed to dedicate her life to be the best retirement advisor. She takes pride in being a member of the Financial Planning Association and aims to transform lives through the power of proper financial planning. Emily’s goals are to empower everyone to attain financial freedom and generate lifetime income, so people are guaranteed to never outlive their money in retirement. Her investment philosophy is to help her clients achieve the most optimal rate of return but with safety of principal. Wealth Creation Insurance Services, Inc. has partnered with a dream team of financial experts committed to extend help and support towards families who wish to protect their assets, set up a retirement savings account, a college fund, a mortgage protection plan or those who are looking for tax-smart investing strategies. Our team of experts also helps small businesses set up retirement plans such as the 401(k), Defined Benefit Plan, Defined Contribution Plan, SEP IRA, traditional IRA, and Deferred Compensation Plan. Does Your Business Need Additional Tax Deductions? Let us help you find a variation of the retirement plan designs that could help you convert current taxes to assets, defer tax payments, and generate the retirement income you desire. At Wealth Creation Insurance Services, Inc., we are committed to help our clients create wealth, protect their assets, generate lifetime income and leave behind a legacy for generations to come. Your Wealth, Your Future, Our Commitment!
|
|
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
|
MAIN OFFICE
10161 Bolsa Ave Suite 204B Westminster, CA 92683 |
|
EMAIL
emilyloi@hotmail.com |
|
CALL US
(714) 714-0811 |
|
|