Tax Refund Coming Your Way? These 3 Strategies Can Turn It Into Something Bigger
- Investopedia
With the April 15 tax-filing deadline almost here, you may have a refund on the way. So far this year, the average tax refund is a hefty $3,221.
Purpose
To be of genuine service to our clients and our local community. We strive to raise the standards of the financial services industry by focusing instead on client empowerment, being a trusted independent resource and offering solutions that are in the best interest of the client.
Our "FIT"
Our firm was first planted in Cerritos, California in 2005 specializing in insurance and general retirement planning. Thereafter, we relocated to Fullerton, Orange County in 2007 and expanded our services to include fiduciary investment services, tax planning and comprehensive financial planning. To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referral-based practice.
Since 2016, we permanently rooted our firm & TEAM in the City of Placentia, with our own free-standing building right off the 57 Freeway & Orangethorpe Ave., formerly known as the Better Business Bureau building.
Our Shared Vision
Be the best honest choice for those seeking competent and independent financial professionals.
...Mission
Empower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.
...Values
We are driven by our stewardship to put clients first, treat everyone with respect, be caring, embrace diversity, family, and faith, and strive for excellence in everything we do.
John D. Nguyen, EA, CLU®, ChFC®
Our Founder & CEO
Thank you for allowing us the opportunity to work with you and earn your trust. Trust is the foundation on which we have built our client-centric financial services practice that is primarily referral-based.
Although it’s not possible to accurately predict the future, we can, however, make plans for all possibilities and take advantage of today’s opportunities. We hope that through your experience working with us, we are able to show you how much we care, be in alignment with your values and provide the best services to you and your family’s financial planning.
We thank you for entrusting us with the great responsibility to be your fiduciary, and in many cases, for allowing us to be your family’s CFO. Know that we are always striving to be the best possible TEAM of advisors & planners to continue to grow with you and your family.
3 Popular Articles
The One Trait Warren Buffett's Mentor Says Almost Always Leads Investors to Financial Disaster
- Investopedia
A crucial lesson from Benjamin Graham—the legendary investor who was a dear mentor to Warren Buffett—involves how different investing is from the other things we do: The very trait that drives success in most areas of life can destroy your financial future.
Don't panic: There are 4 reasons the US can still avoid a recession in 2025
- Business Insider
There's a chance the US may not tip into recession this year, Wells Fargo said. The bank said it sees "fertile ground" for an economic recovery in the second half of the year. Strategists pointed to a handful of things that suggest the US can avoid a downturn in 2025.