Meet Thi (Tram)

Financial advisor for New York Life

Member of Waxhaw

As a Financial Planner, my passion is to help people build and secure their wealth through financial literacy and strategies, meaning I work with them to clarify their need, short and long term goals, understand where they are at financially and create a road map to get them transition from point A to point B smoothly.  

The most effective strategies and services I apply in my practice are budgeting analysis, investment with risk management, tax diversification, retirement planning along with long term care, legacy leaving to heirs and periodic reviews.    

I am looking to help more self-employed and small/medium business owners who are not provided with any good benefits, parents who try to work around the budget and make sure everything is taken care of in the right order of priorities; and pre-retirees and retirees who need a consultation on a comprehensive retirement plan to decide which bucket of assets they should tap in first to lower their tax and enjoy their life more with long-lasting assets or  leaving legacy to their loved ones.

If you want a financial security, just come talk to Thi.