Tracy Vo's Comprehensive Financial Services

Tracy Vo's Comprehensive Financial Services We service in ALL 50 states.

Our services include:

*Life Insurance
*Long term care
*College coaching/plannings
*Debt Management
*Retirement plannings: IRA/SEP IRA/ 401k/ 403(b)/Defined Benefits/ Rollovers
*Wills/Trusts
*Final expenses

The best time to plan is yesterday. The second best time is today. The pandemic has shown us that you truly can’t predic...
12/09/2020

The best time to plan is yesterday. The second best time is today. The pandemic has shown us that you truly can’t predict the unexpected, and it is worth the peace of mind to know that your loved ones are protected.

06/22/2020

Unfortunately, it’s not a group of financially secure, middle-aged foodies whose most important mission is hanging out in the kitchens of their paid-off homes, brainstorming ideas about how to make the perfect sandwich. The Sandwich Generation refers to adults who find themselves in the position o...

Sometimes when we want to die but we can't. What would we do if we are sick and disabled? Who is going to take care of u...
06/05/2020

Sometimes when we want to die but we can't. What would we do if we are sick and disabled? Who is going to take care of us or continue paying the bills?

Long term care crisis coming...
05/29/2020

Long term care crisis coming...

There are currently about 40 million Americans over the age of 65, and those over 80 are the fastest-growing segment of our population. Rita Braver reports o...

05/11/2020

It represents a transition from student to adult for millions of people. But leaving university and joining the workforce can be intimidating. Looking for a job, paying bills, commuting, and living independently are often uncharted territory for recent grads.

Join World System Builder for an unprecedented online event where like-minded people gather from all walks of life to ad...
04/26/2020

Join World System Builder for an unprecedented online event where like-minded people gather from all walks of life to address today's issues. We believe Financial Education and Knowledge is the best investment.

Let's create certainty in these uncertain times. Say "YES" to a better future and support our COVID-19 charity drive.

Your ATTENDANCE helps! Based on the number if event attendees, the WSB leadership WILL pledge to CHARITABLE organizations for Covid-19 relief!

Go to worldsystembuilder.com/G20 for more information and join us in the Campaign to financially educate North America and beyond!






Learning how money works for you or against you by using THE RULE OF 72!
04/13/2020

Learning how money works for you or against you by using THE RULE OF 72!

What is the Rule of 72? The Rule of 72 is a simple way to determine how long an investment will take to double given a fixed annual rate of interest. By divi...

04/12/2020

Life insurance can be used as a flexible financial tool to cover a variety of basic protection needs and planning strategies. Your life insurance policy offers death benefit protection to help provide financial support for a surviving spouse or income for a child, family member or dependent with spe...

Prepare for the unexpected.
04/12/2020

Prepare for the unexpected.

Unexpected expenses, market fluctuations, or a sudden job loss could leave you financially vulnerable. Here are some tips to help you get ready for your bank account’s rainy days!

Are you ready when life happens?
04/09/2020

Are you ready when life happens?

Thousands of people worldwide have already died from COVID-19, the disease caused by the novel coronavirus. For those who have life insurance, in almost all cases, they are covered, and…

Update on the extension of IRA contributions..click below for details
04/04/2020

Update on the extension of IRA contributions..click below for details

Publication 590-A - Introductory Material What's New for 2019 What’s New for 2020 Reminders Introduction What are some tax advantages of an IRA? What's in this publication? How to use this publication. Comments and suggestions. Tax questions. Getting tax forms, instructions, and publications. Orde...

April is National Financial Literacy month! Take the advantage of being home and join our complimentary financial worksh...
04/03/2020

April is National Financial Literacy month! Take the advantage of being home and join our complimentary financial workshop to learn how we empower families with the knowledge to build a solid financial foundation. Thru these FREE workshops you can learn finance in an easy way and start to build a solid financial foundation for you and your family!

Address

17011 Beach Boulevard , Suite 225A
Huntington Beach, CA
92647

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