Create Certainty

for Life’s Uncertainties

Together, we strategize your finances so you don’t sacrifice

your life, and we plan for the unplanned.

Let’s Connect

Are You Prepared for The Three Major

Risks In Your Life?

LIVING TOO LONG

What happens if you outlive your retirement money? What if you become too old to work? Have you planned for an increase in inflation and taxes

DYING TOO SOON

If you are the main breadwinner, how is your family protected if you die unexpectedly? Where will the money come from to support your loved ones?

BECOMING ILL

What if you become terminally ill and cannot work? Will your health insurance cover your living expenses, or will you have to sell your home, or drain your retirement funds in order to live?

According to a recent survey in the Wall Street Journal, 59% of Americans have no emergency fund to cover a $1,000 medical bill, and 66.5% turn to bankruptcy as a last resort because they don’t have enough money to pay for expenses when they are not working.

According to a recent survey in the Wall Street Journal, 59% of Americans have no emergency fund to cover a $1,000 medical bill, and 66.5% turn to bankruptcy as a last resort because they don’t have enough money to pay for expenses when they are not working.

Articles & Resources

Bridging the gap of your financial literacy

emergency fund / medical issues


tax implications / losing purchasing power (inflation)

Customized Financial Solutions For Your Future

MAKE MONEY

SAVE MONEY

PROTECT MONEY

ELIMINATE DEBT

Unlock Your Time and Financial Freedom

Test your Financial

Literacy

The first step in achieving time and financial freedom is to test your financial literacy. Score yourself on the following 10 best practices and learn how to empower your financial health.

Opportunities to Serve You

Invest in Your Future

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INSURANCE & RETIREMENT PLANNING

Do you have enough money for retirement? Will you be able to retire without paying taxes? You don’t have to deplete your retirement fund, sell your assets, or use up your savings. We create an emergency fund for you within a Living Benefits insurance policy. This stream of income gives you peace of mind and provides you with the cash flow you’ll need to meet your financial needs.

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ACCOUNTING & BOOKKEEPING SERVICES

Are you starting a new venture? How is the financial health of your business? Are your books a mess? We help you create the right business structure and reconcile your financial records so they are accurate and up-to-date. As a result, you will feel confident about where you stand with your finances and be able to make better decisions for growing your business.

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INDIVIDUAL & CORPORATE TAXES

Are you an Individual, Business, Estate or Trust looking to compile a simple, clean and understandable tax return? Are you facing back taxes, IRS notices or tax liens? We can help you file those troublesome 1040, 1120, 706 and 1041 forms. We will ensure you meet Federal and State tax compliance requirements and ensure you are up-to-date with your tax filings.

Our Approach

Financial and Time Freedom In Your Hands

Evaluate Your Level of Financial Literacy

Evaluate Your Level of Financial Literacy

Book a complimentary one-on-one Financial Awareness presentation to assess the gap in your financial literacy.

Determine Your Current Financial Needs

Determine Your Current Financial Needs

When you complete our Confidential Client Questionnaire with your goals and needs, we prioritize what you want to focus on: make money, save money, protect money, or eliminate debt.

Customize Solutions Based on Your Needs

With your goals and needs in mind, we create a personalized financial health strategy based on what’s important to you.

You’re In Good Hands

A Financial Expert You Can Rely On

TRUSTWORTHY

Managed Accounting, Tax and Audits for over $1 Billion in cumulative revenue. Community volunteer, and Alameda Rotary Club Treasurer. Providing life and business mentorship to 100+ young professionals.

EXPERIENCED

23+ years in Accounting, Audits and Tax Consulting. Managed and performed 100+ Audits and Tax returns. Serial entrepreneur who has founded 10 businesses.


PROFESSIONAL

Certified Public Accountant, Licensed Life Insurance Agent, and Former Auditor and Tax Consultant for Ernst & Young, LLP.



Committed to Empowering Your Financial Health

Certified Public Accountant (Inactive) and Licensed Insurance Agent

About Ngoc

FINANCIAL HEALTH EXPERT

Ngoc T. Tran, Certified Public Accountant and Licensed Life Insurance Agent with over 23 years experience in accounting, audits and tax consulting.

Ngoc believes that financial literacy is the key to time and financial freedom and she is on a mission to empower people’s financial health.

She started her career in Corporate America as an Auditor and Tax Consultant for one of the world’s largest and most prestigious Big Four accounting firms Ernst & Young, LLP. Over the last two decades, Ngoc has managed and performed over 100 Audits and tax returns and managed accounting, tax and audits for over $1B in cumulative company revenues.

As a Financial Health Expert, she creates customized solutions to help people make money, save money, protect their money and eliminate debt. This empowers people to handle life’s un-expected challenges, enables them to plan for the unplanned, and creates certainties out of life’s uncertainties.

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