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Bonsai Tree


Born of the socio-political concept of diversity, we are financial planning professionals from varying backgrounds and nationalities, looking to make life easy for those planning to immigrate. 

We are proudly English, Columbian, German, Indian, French, Japanese, Chinese, Ukrainian, Greek, Russian, and Dutch speaking.

Our vision is for clients to have a healthy financial well-being during retirement in chosen diasporic nation, being able to meet all recurring and emergent financial needs, desires too, and to provide amply an enduring financial security for their loved ones. 

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