Cookies are small text files that websites place on your device to remember information about your visit. We use various tracking technologies to improve our service delivery and understand how visitors interact with our financial planning resources.

These technologies help us recognize returning clients, remember your preferences, and provide personalized consultation experiences. They also assist us in analyzing which financial planning topics are most valuable to our Taiwan-based clients.

Our tracking technologies enable several practical benefits for clients seeking financial planning guidance. When you return to our site, we can remember whether you were previously interested in retirement planning or investment strategies, helping us show relevant information first.

For clients in Taiwan, we use location data to ensure consultation scheduling aligns with local business hours and regulatory requirements. This helps streamline the booking process and reduces scheduling conflicts.

We also track which financial planning resources are most helpful to visitors, allowing us to improve our educational content and consultation preparation materials based on real usage patterns.