DiscoverYour Trusted Advisor with Tan Phan, MSFP, CFP®Introduction to TAN Wealth Management
Introduction to TAN Wealth Management

Introduction to TAN Wealth Management

Update: 2020-10-19
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TAN Wealth Management
T = tax diversification, to decrease taxes and increase spendable income.
A = asset allocation, to successfully navigate the market and reduce portfolio volatility, idiosyncratic risk, and sequence of returns risk.
N = number of years, to know when to use and invest in which assets.
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Introduction to TAN Wealth Management

Introduction to TAN Wealth Management

Tan Phan, MSFP, CFP®