OUR MISSION
Our mission is to deliver trustworthy, professional, and human-centered financial planning services. We aim to remove financial anxiety while improving financial literacy and success rates while enabling every partner and client to grow in value and achieve financial freedom.
OUR VISION
We are committed to cultivating a team of professionals with a global perspective and local responsibility. We strive not only to create outstanding financial advisors, but also to shape individuals into leaders of both business and life. With every step forward, we ignite the spark of life’s transformation.
TAILORED FINANCIAL PLANNING
- Financial Planning - Empowering your financial freedom
- Insurance Services - Comprehensive protection for individuals and families
- Education Fund - Supporting your child’s future success
- Retirement Planning - Building peace of mind for your golden years
- Estate Planning - Protecting your legacy for future generations
- Family Office - Comprehensive multi-generational wealth solutions for ultra-high-net-worth families
PROTECTING CLIENTS' WEALTH
At Preferred Plus Financial Group, we believe in a mission worth dedicating your life to — not just to achieve personal success, but to help others succeed as well. A truly valuable partner is someone you can trust and grow with. That’s why we are committed to our core philosophy:
“Professional Foundation, Integrity as Principle, Long-Term Partnership.”
We aim to help clients build solid, actionable financial plans, while also fully supporting each career partner to thrive on their professional journey. From rigorous training and clear promotion paths to a performance-driven and competitive compensation structure — every element is thoughtfully designed to help our partners grow faster and go farther.
EMPOWERING PARTNERS TO SUCCEED
Here, you are never alone. You’ll find like-minded partners who will support and grow with you. This is not just a promise, but a mission we carry. With our guidance, your efforts turn into real results, helping both you and your clients achieve long-term success.
We firmly believe a truly exceptional company is one that brings peace of mind to both clients and partners — not only creating value, but also helping turn vision into reality.
Featured Services
Life Insurance
Life insurance provides financial security and maintain their quality of life for our loved ones if we are no longer able to provide for them.
Retirement Planning
Retirement planning ensures financial security and peace of mind in your later years, allowing you to maintain your lifestyle.
Building Wealth
We help individuals to consistently grow their assets over time to achieve financial freedom, security, and the ability to reach long-term goals.
We work with the Best Providers in the Industry
