Meet The team
Financial Advisor
Alice Lo has over 30 years of combined experience in the Insurance and Finance industry. She is dedicated to improving her client's financial health by conducting needs identification, recommending alternative protection and investment strategies, and extensive follow-up service.
what we offer
Our Services
When you choose to work with Alice Lo, she promises to earn your trust and gain an understanding of what is important to you. Whether it is funding for education, retirement, or other financial security objectives, she is available to assist you if you are ready for the next step.
Life Insurance
Don't get lost in the insurance jungle: Let experienced advisors tailor a plan that protects what matters most.
Retirement Planning
Plan for a comfortable retirement with our comprehensive retirement planning solutions.
Health Insurance
Find the best health insurance provider for you.
Travel Insurance
Find the best travel insurance provider for you.
Questions?
Get Started Today!
building relationships
Built on trust
Through engaged conversation we uncover goals, strategize, and deliver high-impact advice for today, and guidance for the future.