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Monica Kim
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Services

Everything retirement asks of you

Annuities, long-term care, life insurance and 401(k)/IRA rollovers. Four pillars, shaped around your household.

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Annuities Income that keeps arriving after you stop working. When the market swings, the guaranteed payment stays the same. Learn more
Long-Term Care Plan now so that when care is needed, the weight of it does not land on your children. Learn more
Life Insurance Protection for the people you leave behind, including living benefits and critical illness coverage. Learn more
401(k) & IRA Rollovers Bring scattered retirement accounts back into one place, with the taxes and fees checked line by line. Learn more
How I help

In every conversation

Explained in plain Korean
No jargon. I explain U.S. insurance and retirement rules in plain Korean, and in English if you prefer.
Not tied to one carrier
I compare policies across carriers side by side and bring you the terms that work best for you.
Principal protection first
Keeping what you have comes before chasing a return. I focus on products where your deposit is guaranteed.
Still here after the paperwork
The policy is only the start. As your life changes, I review it again and adjust.