Cindy Lim

Cindy puts her clients needs first and is very realistic when it comes to coverage and investment strategies. This puts me at ease as I know that what I am m offered is within my means and also serves the benefits I need without the extra frills. Cindy is not only an advisor but also a friend. I appreciate how she understands her clients, and it is especially comforting knowing that she has had similar experiences. She makes sure that her clients understand the products, the purpose behind them, and the intentions for purchase. As someone who is not as savvy in the field, I appreciate this transparency as I also get to learn and grow my financial knowledge. Most importantly, Cindy builds trust between herself and her clients which is the foundation of any good relationship.

I was introduced to Cindy through a friend. After meeting Cindy, I realized that time is of the essence when it comes to planning finances. Even the smallest step forward greatly benefits me. Cindy holds herself well and prioritizes my needs before finding an approach to educate and introduce the services she provides. Her confidence in optimizing my financial portfolio was well founded and she was honest and objective about the best course of action to meet my goals. She advised me to retain certain aspects of my portfolio and introduced me to plans that would service me in the long run, in alignment with my goal to create generational wealth. I appreciate the time and continuous effort that Cindy puts into maintaining professional and personal relations with her clients. I truly believe she has the best intentions for anyone she crosses paths with and is an undoubtedly excellent advisor.

I knew Cindy personally and she is really meticulous in handling all my family and my own policies. She always provides me with timely updates to inform me of the changes, and what I should be covered for, even through these pandemic times!

I have always been skeptical of insurance agents due to past experiences. However, with Cindy, she is more than a financial advisor. She is a friend and more importantly, she is interested in helping me make the right financial moves to accumulate more wealth. She is transparent and patient when explaining to me the entirety of what the policy entails. She assesses the current gaps in your policies and identifies areas where premiums can be lowered and how to maximize coverage at a lower cost. Other than financial planning, she is also invested in helping me with my career growth and uses her network to get me opportunities to understand an industry more or even land a job opportunity. Ultimately, trust is key in building a healthy relationship to hit those financial goals. Cindy has been great at building that bridge.