Ask These 5 Questions Before Donating to a Charity
- Forbes
Before donating to charity, be sure to do your research. Extensive resources are at our fingertips if we know where to look.
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
Your Wallet and Your Well-being: How Money Impacts Mental Health
- Investopedia
Financial stress is a reality for many people, but when it goes unchecked, it can become an underlying cause of mental and physical health issues. For young adults, developing a healthy relationship with money and mastering personal finance concepts can help them avoid financial strain and improve their overall well-being.
What Every Entrepreneur Should Prepare for in 2025 — These Trends Could Make or Break Your Business
- Entrepreneur Magazine
With AI, shifting supply chains and political forces reshaping the landscape, businesses across every sector face a pivotal year ahead. Here are three hard-won lessons that can help you adapt to market changes.