Home
About Us
Who We Serve
Services
Blog
Resources
Current Clients
Schedule A Meeting

Latest Articles

Retirement

Introducing the 530A Accounts
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

Investment

The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft
Inflation & Your Money
TIPS for Inflation
Mutual Funds vs. ETFs

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
A Brief History of Estate Taxes

Insurance

The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Assess Life Insurance Needs

Money

Buying vs. Leasing a Car
Making Sense of HSAs and FSAs
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices
Money Draining Food Myths
The Financial Literacy Crisis
How Boomers and Millennials Differ

Contact

Office: 949-440-5374

9828 Garden Grove Blvd

Suite 205

Garden Grove, CA 92844

william.shin@prudential.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Enterprise Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with SummitWise Financial Group.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.