Retire
Safe
Secure
Lifetime
We are
SmartProGroup
Why Us?
We provide professional and quality services that address our client’s current and future needs.
Our team has been working with businesses and individuals since 1998 to create suitable retirement plans.
We aim to give clients peace of mind about their retirement plans through our expertise, experience, and collaborative partnership with you.
Retirement & LTC Event Planning
It all begins with an idea. To satisfy our clients requests. It’s in the planning and
time to Present
They love it!
Meet the Team
Everett Woo
Founder
626-489-0668
everettwoo.spg@gmail.com
Jan Chen
Co-Founder
818-858-3333
janchen.spg@gmail.com
Edwin Mou
President
626-384-9601
edwinmou.spg@gmail.com
Meet the Team
Celin Huang
Senior Marketing Director
626-679-2838
Celinhuang2020@gmail.com
Nancy Zhuang
Senior Marketing Director
626-321-9051
zhuangxh2005@gmail.com
Our Services
Individual Retirement Plans
Complimentary Initial Consultation
We will meet with you on zoom or in person to discuss your personal goals in retirement planning.
What kind of IRA, Roth IRA or After-Tax Plans.
Please go to Contact Us page to
Book!
Company Retirement Plans
Complementary Initial Consultation
We will meet with you on zoom or in person to discuss your personal goals in retirement planning.
What kind of Retirement Plans, SIMPLE IRA, SEP IRA, SOLO 401k, Group 401k, Profit Sharing, Defined Benefit Pension Plans, Voluntary Saving Plans.
Please go to Contact Us page to
Book!
After-Tax and Wealth Transfer Planning
For clients do not want to setup company for Company Retirement Plans or Do not have W-2 Income.
You still can use After-Tax Retirement with Tax-Deferred Strategies.
If you have assets, you do not need, we can consult you how to transfer to next generations.
Please go to Contact Us page to
Book!
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UPCOMING EVENTS
UPCOMING EVENTS
August 27th
10am-12pm
200 Spectrum Center Dr. Suite 1460
Irvine, CA 92618
