Broker Check

6400 Goldsboro Road
Suite 210
Bethesda, MD 20817
301-943-7264

Trung K. Vu
Financial Advisor, Wealth Consultant

 
Retirement Redefined Estate Management 101 Investments

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
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015/2016 Five Star Wealth Managers.

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.


Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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