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​SERVICES

LASTING POWER OF ATTORNEY (LPA)

Appoint the best person or persons to take charge of your personal welfare and financial affairs if you suffer incapacity.

TRUST

Make arrangements to control the distribution to vulnerable beneficiaries who cannot handle a large sum of money.

WILL

Officially close up your affairs when you pass, and make sure your assets will go where you want them to go.

BUSINESS SUCCESSION

You built an empire that is providing your family a comfortable lifestyle. How can you hand it to your successor without hassle when you are ready or in an unexpected event.

LIFE INSURANCE

Policies that provide life-long protection and build up cash value over time.

TERM INSURANCE

Simple, affordable policies that provide pure protection over a fixed period.

HEALTH INSURANCE

Policies that help pay your medical expenses like hospital and surgical costs.

DISABILITY INSURANCE

Policies that pay you a monthly benefit to replace the income you would lose or to offset your ongoing expenses as a result of disability.

CRITICAL ILLNESS INSURANCE

Policies that provide you early-stage protection, gender-specific protection, or even allow multiple claims.

RETIREMENT PLANNING

Define your retirement goals and evaluate your current situation before strategizing on closing any shortfall or strengthening your position.

SAVINGS

Get higher interest on your savings with customized solutions for your financial goals.

INVESTMENT

Build a portfolio of professionally managed funds and access global opportunities across different markets.

METHODOLOGY

Helping you achieve your goals with a systematic 6-step approach.

UNDERSTANDING YOUR PRIORITIES

Set the direction of your planning journey and focuses on what keeps you up at night.

ORGANIZE EXISTING ASSETS

Your assets and documents may be all over the place. Consolidation will provide a big-picture overview.

ANALYSIS AND EVALUATION

Assess the robustness of your current safety net with various what-if scenarios.

RECOMMENDATION AND STRATEGY

Enhance your current position or address any potential inadequacies with mindful and practical approaches.

IMPLEMENTATION OF STRATEGY

Actualize your intent with a step-by-step guide.

PERIODIC REVIEW

Your priority and situation change at different life stages. An annual review allows for updates and checks for relevance.

Tan Ri'an

Introducing Tan Ri'An, your trusted financial expert with over a decade of experience. He is dedicated to making the complex world of financial planning more accessible and understandable for families, individuals, and business owners like you.

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What sets Ri'An apart is his commitment to providing personalized solutions tailored to your unique needs and goals. His extensive insurers network allows him to tap into a wide array of resources. By leveraging this diverse pool of financial providers, he consistently delivers tailored solutions that align with clients' unique needs and preferences.

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It's not just his expertise that makes Ri'An exceptional - it's also his personable approach. He's known for his warm and friendly demeanor, making you feel comfortable discussing even the most sensitive financial matters. He takes the time to actively listen to your concerns and provides thoughtful answers to your questions, no matter how big or small.

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If you're ready to take charge of your financial future and work with a seasoned professional who genuinely cares about your well-being, reach out to Ri'An today. With his blend of expertise, approachability and commitment to personalized service, he's the ideal partner to guide you on your financial planning journey

REVIEWS

Thank you Ri'an for the most pleasant guidance over the entire estate-planning process. Most professional, comprehensive, attentive to details and always approachable. Your customer service is tip top. Thank you, a blessed Christmas and very Happy New Year to your family! VS

Khoang VS

CONTACT

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