EDDIE TAN
Investment Advisor Representative
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My practice is focused on helping mass affluent and high net worth clients determine, maintain and manage the proper blend of investments (money at risk) and principal protected solutions (fixed income).
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I have a fiduciary responsibility to help clients understand the blending of these diverse asset classes so their money can last a lifetime and beyond.
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What happens today is many clients (especially in retirement) are suffering the effects of too many cooks in the kitchen providing advice based on their own biases. In many situations, the client is sitting there wondering who exactly is looking out for their best interest.
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Our mission:
We serve a select group of families and businesses in order to optimize wealth and retain or enhance their standard of living and income even if markets go down and taxes, interest rates and inflation go up.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
