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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?