Professional Consulting
Got questions about your finances, taxes, investments, and more? We offer a FREE one-hour one-on-one consultation with finance professional Charles Chen, who will provide personalized guidance across a wide range of financial and business topics (see areas of expertise below). These sessions are designed to help you better understand your options and make informed decisions.
Need more help? Schedule additional sessions to dive deeper into your financial and business goals. All follow-up sessions are available with a $50 donation to CCACC Health. By continuing your consultations, you're not only receiving expert guidance to help strengthen your financial wellness, you're also helping advance our mission to improve access to healthcare in our community.
*Please note these consultations do not replace the services of a CPA, attorney, or other licensed professionals, they only offer recommendations and guidance to help you.
Areas of Expertise
Business Consulting
Guidance on strategy, planning, operations, and growth for startup or established ventures.
Retirement Planning
Strategies to help you prepare for a secure and comfortable retirement.
Life Insurance & Long-Term Care
Understand your options for protecting your family’s future and managing long-term health costs.
Real Estate
Insights for buying, selling, or investing in commercial and residential properties.
Tax Education
Key principles to help you understand your tax obligations and opportunities.
Investment Principles
Fundamentals of building and managing an investment portfolio.
Mortgage Insights
Advice on navigating the home and commercial loan process, whether purchasing or refinancing.
Credit Management
Tips for understanding, building, and improving your credit score.
Family Finance Management
Practical budgeting and saving strategies for household financial health.
Estate Planning
The Last Will and Testament, Advanced Healthcare Directive, and Financial Power of Attorney
A Will ensures your assets go where you want after you pass away. Advanced Healthcare Directive speaks for you if you are unconscious or unable to communicate medical decisions. Financial Power of Attorney allows someone to manage your money, pay your bills, and run your business if you become incapacitated.
Direction
9298 Gaither Road
Gaithersburg, MD 20877
Hours
Monday-Friday:
9:00 AM - 5:00 PM
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