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The power of independence

Personalized financial planning

Tailored strategies designed to align with your unique financial goals, guiding you with clarity and confidence

Holistic investment management

Comprehensive solutions that integrate every aspect of your financial world, focusing on long-term growth and balance

Fully independent fiduciary

Unbiased advice with your best interests at heart, ensuring a commitment to your financial wellbeing above all else

Your Personal Advisor

Jason Su, CFP®

Founder, Financial planner

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Hi! I am Jason and my entire career has been dedicated to directly helping clients with their money. After almost two decades now with the benefit of working for the largest firms in the world, I wanted to take the best aspects from all of them and bring them into one for my clients.

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The Advantage of Choosing Us

Empathy

Experience

Excellence

Pros and Cons
Family Ai!
Large Discount Firm
1 of less than 100 families
In-person appointment option
2+ months wait for appointment
Same advisor over generations
Hand picked systems designed for you
Maximum automation
Proactive and thorough

Our Services

Contact Us

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At Family Ai! Financial, you are Family and served with Ai!

Ai means love in Taiwanese

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At Family Ai! Financial, you are family and served with love-ai!

Ai means love in Taiwanese

Friends Using Digital Tablet

At Family Ai! Financial, you are family and served with love-ai!

Ai means love in Taiwanese

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At Family Ai! Financial, you are family and served with love-ai!

Ai means love in Taiwanese

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Financial Planning

Examples include:
  • Success rate, sustainability analysis
  • Scenario modeling
  • Income/withdrawal strategy
  • Tax planning, efficiency, and optimization
  • Required minimum distributions
  • Additional help based on client needs‎ 
Surburban Street

Investment Management

Examples include:
  • Holistic analysis of allocation and diversification
  • Implementation
  • Tax efficiency
  • Regular review of portfolio
  • Rebalancing opportunities
  • Gain and loss harvesting
  • Additional help based on client needs
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Consulting Services

The previous examples compressed into a one-time engagement
Implementation of the advice is done by the client.
 
Additional help based on client needs
 
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