Tami Phan, OD- College & Retirement Funding Consultant

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Tami Phan, OD- College & Retirement Funding Consultant Your trusted eye doctor now serving as a financial consultant

10/22/2026

Hello, friends! ❤️
It’s time to review your health insurance coverage for 2027!

Medicare Open Enrollment for 2027 runs October 15–December 7, 2026. The federal Health Insurance Marketplace Open Enrollment generally runs November 1, 2026–January 15, 2027. Whether you need help reviewing your current plan, comparing options, or enrolling in a new plan, I’m here to help.

I’m happy to help you explore your options and find coverage that fits your needs and budget.
✔️

📩 Message me today for a FREE insurance review and personalized guidance! Let’s make sure you understand your options and have the coverage that works best for you.
Please feel free to share this post with family and friends who may need assistance!

Healthy Vision to Wealthy Vision
Build a great plan with Dr. Tami Phan.
Tami Phan, OD
Insurance Benefits Advisor
Excel Planning Solutions
📞 210-981-5307

Hello, friends! ❤️It’s time to review your health insurance coverage for 2027! Medicare Open Enrollment for 2027 runs Oc...
10/22/2026

Hello, friends! ❤️
It’s time to review your health insurance coverage for 2027!

Medicare Open Enrollment for 2027 runs October 15–December 7, 2026. The federal Health Insurance Marketplace Open Enrollment generally runs November 1, 2026–January 15, 2027. Whether you need help reviewing your current plan, comparing options, or enrolling in a new plan, I’m here to help.

I’m happy to help you explore your options and find coverage that fits your needs and budget.
💙 How I Can Help:
✔️ Medicare plan reviews
✔️ Health Insurance Marketplace (ACA/Obamacare) plans
✔️ Life insurance and family protection
✔️ College funding and retirement planning
✔️ Home and auto insurance

🎯 My goal is to help you protect your health, your family, and your financial future.

📩 Message me today for a FREE insurance review and personalized guidance! Let’s make sure you understand your options and have the coverage that works best for you.
Please feel free to share this post with family and friends who may need assistance!

Tami Phan, OD
Insurance Benefits Advisor | Excel Planning Solutions
📞 210-981-5307

Come Join us got a fun Halloween gathering
10/19/2026

Come Join us got a fun Halloween gathering

🎃🧡 HOUSTON ƠI, HALLOWEEN NÀY MÌNH HẸN NHAU NHÉ! 👻

Có ai đang háo hức chờ Halloween như EPS không? Một buổi tối để các bé được hóa thân thành nhân vật mình yêu thích, ba mẹ cùng con vui chơi, cả gia đình diện đồ thật đẹp và lưu lại những khoảnh khắc đáng nhớ bên nhau. Đó chính là điều khiến Halloween trở nên đặc biệt! 🥰

Năm nay, EPS và B&W Realty Group muốn cùng mọi người tạo nên một mùa Halloween thật vui với 3 cuộc thi cực kỳ thú vị:
🎃 𝐊𝐢𝐝 𝐂𝐨𝐬𝐭𝐮𝐦𝐞 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Bé nào sẽ có bộ trang phục ấn tượng nhất?
🧡 𝐅𝐚𝐦𝐢𝐥𝐲 𝐂𝐨𝐬𝐭𝐮𝐦𝐞 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Gia đình nào sẽ có màn hóa trang vừa độc đáo vừa đáng yêu?
🚗 𝐓𝐫𝐮𝐧𝐤 𝐃𝐞𝐜𝐨𝐫𝐚𝐭𝐢𝐨𝐧 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Chiếc xe nào sẽ được biến hóa thành góc Halloween sáng tạo nhất?

Và tất nhiên, sẽ có những phần thưởng dành cho các chủ nhân xuất sắc nữa nhé! 🏆
🥇 Giải Nhất: $100
🥈 Giải Nhì: $50
🥉 Giải Ba: $25

📅 Thứ Sáu, ngày 30/10/2026 | 6:00 PM – 9:00 PM
📍 B&W and EPS Parking Lot
10300 Westoffice Dr, Houston, TX 77042

Cả nhà hãy bắt đầu lên ý tưởng cho trang phục, chuẩn bị những món đồ hóa trang và cùng nhau biến buổi tối Halloween này thành một kỷ niệm thật vui nhé! Biết đâu, chính gia đình mình sẽ mang về một giải thưởng bất ngờ thì sao? 👻🎉

EPS rất mong được gặp mọi người, nhìn thấy những bộ trang phục sáng tạo và cùng chia sẻ thật nhiều tiếng cười trong đêm Halloween này. 💜

Tag ngay người bạn muốn rủ đi cùng và hẹn nhau tại Halloween Trunk or Treat nhé! 🎃
---//---
🎃🧡 𝐇𝐎𝐔𝐒𝐓𝐎𝐍, 𝐋𝐄𝐓’𝐒 𝐂𝐄𝐋𝐄𝐁𝐑𝐀𝐓𝐄 𝐇𝐀𝐋𝐋𝐎𝐖𝐄𝐄𝐍 𝐓𝐎𝐆𝐄𝐓𝐇𝐄𝐑! 👻

Is anyone else as excited for Halloween as we are at EPS? It’s a special night for the kids to dress up as their favorite characters, for parents to have fun alongside them, and for the whole family to laugh, celebrate, and create memories together. 🥰

This year, EPS & B&W Realty Group are bringing the Halloween fun to Houston with 3 exciting contests:
🎃 𝐊𝐢𝐝 𝐂𝐨𝐬𝐭𝐮𝐦𝐞 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Which little one will steal the show with the most impressive costume?
🧡 𝐅𝐚𝐦𝐢𝐥𝐲 𝐂𝐨𝐬𝐭𝐮𝐦𝐞 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Get the whole family dressed up and show us your most creative look!
🚗 𝐓𝐫𝐮𝐧𝐤 𝐃𝐞𝐜𝐨𝐫𝐚𝐭𝐢𝐨𝐧 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 – Transform your trunk into the most fun and creative Halloween display!

And of course, there are prizes waiting for our winners! 🏆
🥇 1st Place: $100
🥈 2nd Place: $50
🥉 3rd Place: $25

📅 Friday, October 30, 2026 | 6:00 PM – 9:00 PM
📍 B&W and EPS Parking Lot
10300 Westoffice Dr, Houston, TX 77042

So start planning your costumes, gather the family, decorate your trunk, and get ready for a Halloween night filled with fun, laughter, and unforgettable memories. Who knows? Your family might even take home a prize! 👻🎉

EPS can’t wait to see everyone, check out all the amazing costumes, and celebrate Halloween together! 💜

Tag the friends and family you want to bring, and we’ll see you at Halloween Trunk or Treat! 🎃

09/27/2026

📉 When the market drops, related assets in your financial portfolio may drop too.

Market downturns can create potential shortfalls that may impact your retirement income and other future financial goals.

One way to manage risk is through diversification—including assets with lower correlation in your overall financial strategy. This may help create a smoother journey with fewer bumps along the way. 📈

💡 Want to learn how diversification and different types of financial strategies could fit into your plan? Let’s talk!

🌿 Healthy Vision to Wealthy Vision
Build a great plan with Dr. Tami Phan

📧 [email protected]
📞 210-981-5307

09/23/2026

🍂 Fall reminds us that every season of life brings change.

The leaves change. The weather shifts. And life changes too.

We prepare our homes for the colder months, our gardens for the next season, and our families for what lies ahead.

Why not prepare for life’s unexpected seasons, too? ❤️

Life insurance isn’t only about what happens after we’re gone.
With the right plan, living benefits may also provide financial protection while we’re still here—when a qualifying illness, injury, or health event happens.

🍁 Protection for tomorrow.
Living benefits for today.
Peace of mind for every season of life.

Because protecting the people and dreams we love is one of the greatest gifts we can give.

Healthy Vision to Wealthy Vision
Build a great plan with Dr. Tami Phan
📧 [email protected]
📞 210-981-5307



09/12/2026

I had the pleasure of participating in our local health fair today alongside 9 wonderful volunteers. Together, we provided vision screenings and educated community members about the importance of eye health and proper eye care. In addition to being a Therapeutic Optometrist, I am also passionate about humanitarian and community work. I am also an Insurance Advisor, and I enjoy helping people protect their health, families, and financial future.
I can help with:
• Health Insurance
• Medicare & Medicaid
• Life Insurance
• Retirement Planning
• College Funding Planning
• Home & Auto Insurance
I love helping people, and I would be happy to assist you or your family with any insurance or planning needs. Please feel free to call or text me at my office number: 210-981-5307.
Thank you again for coming, and have a wonderful weekend! 💕
Dr. Tami Phan, OD
Therapeutic Optometrist | Insurance Advisor


09/12/2026

I had the pleasure of participating in our local health fair today alongside 9 wonderful volunteers. Together, we provided vision screenings and educated community members about the importance of eye health and proper eye care. In addition to being a Therapeutic Optometrist, I am also passionate about humanitarian and community work. I am also an Insurance Advisor, and I enjoy helping people protect their health, families, and financial future.
I can help with:
• Health Insurance
• Medicare & Medicaid
• Life Insurance
• Retirement Planning
• College Funding Planning
• Home & Auto Insurance
I love helping people, and I would be happy to assist you or your family with any insurance or planning needs. Please feel free to call or text me at my office number: 210-981-5307.
Thank you again for coming, and have a wonderful weekend! 💕
Dr. Tami Phan, OD
Therapeutic Optometrist | Insurance Advisor


🩺 FREE HEALTH FAIR THIS SATURDAY! 🩺I will be there to offer FREE VISION SCREENING. 👁️👁️Join us for the 19th Annual Healt...
09/11/2026

🩺 FREE HEALTH FAIR THIS SATURDAY! 🩺
I will be there to offer FREE VISION SCREENING. 👁️👁️
Join us for the 19th Annual Health Fair 2026 and take advantage of FREE health screenings, consultations, health education & more! 💙

📅 Saturday, September 12, 2026
⏰ 10:00 AM – 2:00 PM
📍 Alief Neighborhood Center
11903 Bellaire Blvd, Houston, TX 77072

✅ Flu Shots
✅ Vision & Dental Screening
✅ Blood Pressure, Glucose & Cholesterol Screening
✅ Bone Density & Diabetic Foot Screening
✅ Memory & Physical Assessments for 65+
✅ Hepatitis C Screening
✅ Cancer Screenings & Education
✅ Medical, Pharmacist & Psychiatrist Consultations
✅ Stroke Risk Evaluation
✅ Fire Safety Tips
✅ Health Insurance Info
✅ Voting Info & Registration
🥬 FREE Fresh Vegetables while supplies last!
🌟…and many more services!

🚨 NO REGISTRATION REQUIRED!
🚨 FIRST COME, FIRST SERVED!

📢 Please SHARE with your family, friends, seniors, and anyone who may benefit!







09/11/2026

Organizing and getting ready with EPS for the 2 community events this weekend!

Come Join us!

Address

10300 Westoffice Drive , Suite 108
Houston, TX
77042

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17134464779

Website

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