About Us |
Alvin Pham | Retirement Planner
Alvin Pham is passionate about helping Americans retire comfortably and happily after working hard their whole lives to do so. He has been in the insurance and financial industry since the day he graduated college, showing his true dedication to helping people, as well as speaking to his wealth of knowledge when it comes to finding the best financial products for his clients.
He is blessed to have served a large network of clients spanning all varieties of industries and backgrounds, and has always found a way to help every person improve their outlook in retirement. He serves the Greater Los Angeles Area and is located in Fountain Valley. In his free time, Alvin enjoys spending time with his family and enjoying good food, as well as playing volleyball and getting outdoors. He treats his clients like family and has a very well-rounded approach that helps quell all fears and anxieties going into retirement. |
Our Mission
Your Interest First Putting your interest first is our top priority. Our job is to listen, be honest, and keep our promises. Our mission statement is simply “Put clients’ interests first, be honest and do what is right”. Our goal is not record numbers but how many clients come back to us and the amount of referrals we receive. Contact us today to receive your free customized retirement income report and experience how we put your interest first. |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE
17155 Newhope Street, Suite A Fountain Valley, CA United States 92708 |
EMAIL
[email protected] |
CALL US
(949) 228-0181 |
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