Financial Solutions agent in Houston, TX
Are you interested in saving for retirement, making a new purchase or preparing for emergencies? My name is Thuy Van, and I work with individuals and families in Houston, TX. I want to understand your financial goals and discuss options so you can select the financial products you want.
Financial goals
Retirement Planning
Retirement Planning
Retirement Planning
Education Savings
Retirement Planning
Retirement Planning
Wealth Management
Retirement Planning
Emergency Planning
Emergency Planning
Emergency Planning
Emergency Planning
Saving Options
Emergency Planning
Saving Options
Life Insurance
Emergency Planning
Saving Options
Financial services options
Education savings
Education savings
Education savings
The cost of education is going up — but you can prepare for what could be one of the largest expenditures you ever make. Don’t delay. Give me a call to learn more about ways you can save for your child’s education.
• 529 College Savings Plans
• Coverdell Education Savings Accounts
• UGMAs/UTMAs
Retirement plans
Education savings
Education savings
We can help as you plan for retirement. Let's have a discussion about your retirement objectives, and I’ll discuss options to consider as you work toward your financial goals.
• Traditional & Roth IRAs
• IRA & 401(k) Rollovers
• Variable & Fixed Annuities
Wealth management
Education savings
Wealth management
As you manage the wealth you’ve built, we offer a diversified suite of products. Let’s discuss investment and other product options that may work for you. Call or visit my Houston office to learn how.
• Mutual Funds
• Variable Universal Life Insurance
• Universal Life Insurance
• Index Universal Life Insurance
Product suite
Mutual funds
A mutual fund is an investment that allows individuals with similar financial goals to pool their money with other investors. The mutual fund's professional money managers invest that money in different types of securities that meet the objectives of the fund. Mutual funds are subject to investment risk, including the possible loss of the principal invested.
Benefits:
• Simplicity
• Affordability
• Professional management
• Diversification
• Liquidity
Annuities
An annuity is a contract between you and an insurance company in which the company promises to make periodic payments to you, starting immediately or at some future time. You buy an annuity either with a single payment or a series of payments called premiums.
Variable Annuities:
A variable annuity is a type of contract that combines guaranteed retirement income with an investment feature that typically allows you to place investments in market-based "sub-accounts," which function like mutual funds.
Benefits:
• Guarantees
• Investment choices
• Options
• Tax-deferred growth
Indexed Annuities:
A fixed index annuity is a type of contract with a minimum guaranteed interest rate combined with an interest rate linked to a market index.
Benefits:
• Guarantees
• Upside potential and downside risk protection
Fixed Annuities:
A fixed annuity is a type of contract with guarantees for both the rate of return and the retirement income payout.
• Guarantees
• Predictability
Variable universal life insurance
Variable Universal Life Insurance is a type of life insurance contract that combines a death benefit with an investment feature that typically allows you to invest premiums in market-based "separate accounts," which function like mutual funds.
Benefits:
• Flexibility
• Investment choices
• Tax-deferred growth