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
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.