Tan Phan, MSFP, CFP®

I provide comprehensive financial planning to individuals and families, specializing in helping clients like yourself to accumulate and protect wealth. I believe that a life lived for helping others with their personal finance is an existence well-spent, and this is what I’ve dedicated my life to.

Specialties Include:

Estate Planning: Assets transfer, multi-generation planning, estate conservation strategies, gifting strategies, strategies to transfer property

Executive Compensation: Incentive stock options (ISOs), restricted stock, restricted stock units (RSUs), employee stock purchase plan (ESPP), NQSO, executive benefit strategies

Financial Planning: Debt management, education planning, group benefits

Investment Management: Portfolio construction, asset allocation strategies, portfolio diversification, alternative investments

Retirement Planning: IRAs, 401(k), 403(b), 457(b), SEP IRA, retirement income and distribution strategies, social security strategies

Risk Management: Long-term care insurance, term and permanent life insurance, disability income insurance, annuities, incapacity planning

Tax Planning: Income tax planning, tax reduction and management techniques