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.
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.