Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Book

Stephen Ng’s book, 10 Financial Mistakes You Should Avoid: Safe Strategies Designed to Help You Keep Your Money Safe and Growing, was published in 2015 and has been a great resource for educating our clients on how to grow and preserve their wealth. 

If you are about to retire, you face a rapidly changing landscape and a number of unique financial challenges. Will you have enough to last through retirement? How can you preserve your assets and standard of living? What are the strategies and solutions you can put in place to help preserve the money you have worked so hard to earn?

In Stephen’s book, he addresses these questions and many more. After more than two decades of working with retirees and pre-retirees, he knows the mistakes people make – and how to avoid them. In his direct and accessible style, Stephen guides you through every step of the journey, from devising a retirement plan to educating yourself to helping preserve your investments. He also provides a number of risk management strategies, helping readers understand the dangers posed by longevity risk and the sequence of returns.


All of the proceeds from our book sales go to benefit World Vision.  They work to help communities lift themselves out of poverty for good. We love being able to give back when we have been given so much and we feel that this cause is a worthy one. We hold our philanthropic outreach near and dear to our heart!