Comprehensive Tax & Financial Planning for Life's Biggest Decisions
Feel confident about your financial future with personalized strategies that grow and protect your wealth.
What Happens If You Don't Act?
When high-income earners and business owners don't plan proactively, they end up overpaying in taxes, missing wealth-building opportunities, and risking their legacy. Delayed financial planning can lead to costly mistakes, stressful transitions, and lost value—both for your business and your family.
Don't let a lack of strategy cost you your future.
What Our Clients Get
Our clients no longer worry about navigating complex tax laws or securing their financial legacy. They've stopped guessing and started winning—with plans tailored to their life, business, and goals.
No more confusion about taxes or estate strategies
Expert help to reduce liabilities and grow wealth
Avoid hassles of last-minute decisions
Focus on what matters most to you
We exist to remove the stress and guesswork from financial decision-making—so you can focus on what matters most.
Our Services
Comprehensive financial solutions tailored to your unique needs and goals
How It Works
Three simple steps to take control of your financial future
Schedule a Free Consultation
Meet with our expert team to discuss your goals and current situation.
Get a Personalized Strategy
We'll create a clear, tailored financial plan that aligns with your life and business.
Achieve Financial Confidence
Implement your plan with our ongoing guidance and expert support.
Meet Our Expert Team
Decades of combined experience with financial advisors and IRS Enrolled Agents dedicated to your success
Jeff Lin
Managing Partner & Financial Advisor
Specialist in advanced tax planning strategies for high-income families, helping clients reduce liabilities, protect wealth, and build lasting financial legacies.
Iris Sui, EA
Financial Advisor & IRS Enrolled Agent
Deep passion for financial planning with a holistic approach supporting clients through all stages of life—from family protection to retirement planning.
Shannon Wang, EA
Financial Advisor & IRS Enrolled Agent
Eight years at Berkshire Hathaway with expertise in financial risk analysis, bringing technical precision to tax strategy and retirement planning.
What Our Clients Say
Trusted by hundreds of high-net-worth individuals and business owners
"LightUp helped me reduce taxes and plan strategically. I finally feel confident about my finances."
Tyler Lee
Senior Software Engineer
"As a business owner, I finally have peace of mind knowing my tax and financial strategies are in good hands."
Adam Choe
CEO of SunRising Ecommerce
"Their expertise in life insurance saved me money and protected my family's future. True professionals."
Jenifer Brown
Director at TDG
Flexible Planning Packages
Choose the package that fits your needs and goals
- 1-hour consultation
- Basic tax planning roadmap
- Financial goals assessment
- Action plan summary
- Comprehensive tax strategy
- Financial planning review
- Investment recommendations
- Quarterly check-ins
- Priority support
- Complete estate planning
- Succession strategy
- Long-term advisory support
- Dedicated account team
- Unlimited consultations
Trusted Partners
