Mission:
Trung Vu has been in practice for over 20 years and has a B.S. in Finance and Marketing with a concentration in Economics from the University of Maryland. His goal is very simple, help clients reach theirs. His mission is to help clients reach their financial goals through a personal relationship based on personalized, knowledgeable advice. As a financial advisor, he believes success should be measured not just by your financial well-being, but how confident you feel about your future. Trung provides sophisticated planning and investment solutions to individuals, families, and companies from design through implementation on an unbiased and independent platform.
Awards:
2015 & 2016 Five Star Wealth Manager award- featured in the Washington post magazine*
Award from Ameriprise Financial:
- President Recognition award
- Circle of Success award
- Mercury award
- Family and financial security award
Area of service:
- Retirement planning
- Estate planning
- Investment planning
- Protection planning
- Family finances
- Wealth preservation
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Rightsizing for Retirement
What does your home really cost?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.