Cultivant LLC

Cultivant LLC
Categories

Financial Services

About Us

We help people meet their financial goals in alignment with people and value that matter most to them.

Summary of deliverables:

// Comprehensive financial planning*

// Portfolio management and investment advisory

// Insurance advisory and sales

// Strategies to make money last in retirement

// Strategies to minimize income and estate taxes

// Business succession planning

// Qualified retirement benefits — 401(k) plans, etc.

// Executive benefits — nonqualified deferred compensation plans, etc.

* By COMPREHENSIVE FINANCIAL PLANNING, we mean holistically integrating RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENT PLANNING, TAX PLANNING, EDUCATION PLANNING, and INSURANCE PLANNING. Additionally, we consider variables for each client situation such as family status, net worth, income level, life or professional stage, and other circumstances like health issues, aging parents, special needs children, etc.

Highlights

  • Comprehensive personal financial planning
  • Investment advisory & portfolio management
  • Insurance advisory & sales (life, disability, long-term care, annuities)
  • Wealth transfer & estate planning
  • Business succession planning

Rep/Contact Info

Christian Kang
Partner
Hoon Kang
Partner
Wesley Kang
Partner

Please take notice that photography and video/audio recording may take place at Chamber events. By attending, you consent to your image and/or likeness being used, without compensation, in future promotional, advertising, fundraising, or any other type of media materials, by the Bothell Kenmore Chamber of Commerce, in perpetuity. Further, your attendance signifies that you agree to release and hold harmless the Bothell Kenmore Chamber of Commerce from any liability whatsoever relating to or arising from the future use of your image or likeness. If you do not agree to these terms, please contact us.

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