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About Jennifer Tan Financial Group

Today's investment climate offers unprecedented opportunities.  My mission is to help clients take advantage of these opportunities by providing them with three key tools:

1. A clear understanding of their financial goals.

2. A well-defined roadmap for achieving those goals.

3. Ongoing advice to help adjust their roadmap when their needs change.

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RETIREMENT PLANNING

Enjoy the fruits of your labor. Jennifer Tan Financial Group will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Jennifer Tan Financial Group can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Jennifer Tan Financial Group, we do our utmost to help your business thrive.

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MEET OUR TEAM

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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OUR GOALS

My services cover all areas of financial management, from investment and retirement planning to risk management and estate planning. I focus on helping my clients to develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

For help with your financial management, or for more information, please contact me today.

Begin planning today for your tomorrow.

Email: jtan@jennifertan.com or call me at (415)407-9876.

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