5 /5 Julie Tan: Michelle Li has been really great and patient assisting us with our financial planning and getting the right insurance coverage for us. She was very detailed and explained everything to us as we have no prior experience with financial planning. She also provided great advice when we have doubts and issue with insurance underwriter. It was definitely worth the cost going through the process to ensure that we plan well for our retirement. We even asked her to provide insurance advice and coverage for our son who recently finished school.





