Understanding Today’s Financial Environment
Welcome, I’m John Tan, a Financial Advisor & Wealth Manager in Whittier, California. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
As a professional with years of experience in financial services, I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me at (562) 283-8184. To know a little more of me, please refer to this PRESS RELEASE.
I look forward in hearing from you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A four-step framework for building a personal legacy.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
These food myths will really put a drain on your wallet.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A look inside the U.S. government's statistics on household net worth.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.