Xiao Yu, CPA Financial Services

Xiao Yu, CPA Financial Services Servant leader to those seeking personal tax, financial planning, and retirement assistance Hi! Thanks for visiting my page. No home mortgage. No car loans.

The first thing I would like you to know about me is I am a Christian who desires to serve my family, friends, and local community. I consider myself a servant leader with over a decade of corporate finance and accounting experience. The second thing I want you to know is that my family is DEBT FREE. No student loans. Zero debt. My wife and I accomplished financial freedom (FIRE movement) in our m

id-thirties. People usually respond with "How did you do it?" when they learn about our journey. My response is, "EVERYONE can achieve this". I have left my corporate job and started my own financial services business because I want to share the steps my family took to achieve our financial goals. Helping family and friends achieve financial stability has been a passion hobby for many years. Now I want to share my services with a larger audience as a full-time commitment. I do not sell any financial products. I only desire to teach. If I can serve you in your financial journey, please schedule a free 30-minute consultation by clicking on the link below. My business is remote; therefore, I can help anyone from anywhere. https://calendar.app.google/VFWhy11DQ2XX6vss8

My services are specifically tailored toward individuals who are seeking:
Financial budgeting and planning
Financial literacy coaching
Retirement planning
Debt elimination
Individual tax preparation

Address

Avon, IN
46123

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