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6528 Greenleaf Ave.
Suite 119
Whittier, CA 90601

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John Tan

(562) 283-8184

 
Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement The Power of Tax-Deferred Growth

Understanding Today’s Financial Environment

Welcome, I’m John Tan, a Financial Advisor & Wealth Manager in Long Beach, 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

I look forward in hearing from you.

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Keeping Good Records is Good Business

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Global and International Funds

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