Financial Planning

TAN Wealth Management provides a comprehensive financial plan and hourly financial advice with actionable steps for you to start today.

Example questions you may have:

• Can you help me pick my employee benefits package?

• Can you review my finances and make sure it aligns with my goals and objectives?

• How should I invest my money?

• How should I plan for retirement?

• Should I buy a term life insurance policy and invest the difference or buy a permanent life insurance policy?

• Should I do a Roth conversion?

• Should I invest in a Traditional IRA or Roth IRA?

• What are the different ways to reduce taxes?

• What is the most tax efficient way to pass my assets to my inheritance?

• What type of insurance do I need?

• When should I start collecting Social Security benefits?

Asset Management

We have an institutional partnership with SEI Investments Company to assist us in managing clients’ assets. SEI Investments Company was founded in 1968 and traded on the NASDAQ as SEIC. SEI Investments Company has over $1 trillion of combined assets under management and assets under administration as of December 31, 2019. We have teamed up with SEI Investments Company because they have a disciplined, scientific, and time-tested approach to asset management.

Risk Management

Tan offers risk management through insurance products.

Speaking Engagement

Tan is available for in-person or webinar presentations at your organization. His high-quality content is designed specifically for educational purposes with actionable steps in personal finance for the attendees to start today.