We believe in harnessing the cutting-edge capabilities of the best technology to elevate our solutions and deliver unparalleled value to our partners and clients
Phan Financial Services (3 Mark Affiliated Advisor) is a leading financial consulting firm dedicated to providing innovative solutions to our clients. With a team of experienced professionals, we specialize in crafting personalized financial strategies tailored to meet the unique needs and goals of each client. Our mission is to empower individuals and businesses to achieve financial success by offering comprehensive services that encompass retirement planning, investment management, risk management, and more. We are committed to excellence, integrity, and client satisfaction, striving to build long-term relationships based on trust and mutual respect.
Our tax-free retirement fund is designed to help you save for retirement while minimizing your tax burden. By investing in this fund, you can grow your retirement savings without having to worry about paying taxes on your earnings.
We offer a range of IRA funds aimed at maximizing income reduction for our clients. By strategically allocating your investment across different IRA accounts, you can minimize your taxable income and potentially save thousands of dollars in taxes each year.
Investing in your child's education is one of the best investments you can make. Our college fund for children allows you to save and invest for your child's future education expenses, ensuring they have the financial resources they need to succeed.
Life is full of uncertainties, which is why it's important to have a plan in place to protect your income in case of unexpected events. Our income protection fund provides you with peace of mind knowing that your family will be financially secure even if the worst should happen.
Clients build wealth through hard work and vision. We not only recognize but also safeguard and elevate their achievements!
We collaborate with CPAs and estate planning attorneys to empower clients in enhancing their financial well-being and mastering the art of risk management through qualified and non-qualified financial strategies.
We invite you to contact us today to learn more about how our investment solutions can help you achieve your financial goals and secure a brighter future for you and your family.