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FIRE🔥 Future Financial & Future Planning
FIRE🔥 Future Financial & Future Planning

FIRE🔥 Future Financial & Future Planning

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Offers remote services
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Introduction: Are you FIREd🔥 up about your Future? I hope you are!!! Hi! It's a pleasure to have you visiting my page. I hope you would love to meet me after reading my introductions below. My name is Thơ Trefz and I am Future Planner & Financial Wellness Coach. I am also a College, Career, Business and FIRE Strategist. My life motto is: STAY HEALTHY, GROW WEALTHY! You may have heard of the FIRE (Financial Independence, Retire Early) movement. This is a lifestyle movement with goals of financial independence and early retirement. My goal is to help you to be on the🔥 FIRE🔥 journey. Providing financial education and planning is something I am passionate about helping people with knowledge and preparedness for the future, whether it is for their job, business, income, protection of their family and assets accumulation. It is my intention to provide a holistic approach to financial planning and future planning to clients so that they can have a long term plan and bigger pictures for them and their families. The biggest concern people have these days are job/career/business securities, income stability, savings & investment ability. Most importantly, the lack of understanding and financial knowledge are some main factors for people to make those decisions sooner than later. Knowledge is power. My commitment is to help people from financial insecurity to financial confidence & ultimately independence through financial education and coaching. By empowering them with knowledge, they can make informed decisions for a better future. My biggest motivation is to motivate my clients to think outside of the box, be creative and diversified about their income, investment, work toward multiple streams of income, semi-passive and passive income and protect those income sources. I work with a team of talented and dedicated multi-state licensed financial professionals and we are here to ensure your future financial picture is complete for the destinations you wish to reach for your golden years. If your goal is to have Financial Independence, Retire Early, please contact me to have a chat. I wish you all find your happiness and purpose in life. Thank you again for stopping by my page. I look forward to talking to you soon. Tho Services available: - Life and Financial Coaching- General Financial Planning- Retirement Planning- Life Insurance Planning - Investment Planning & Review - Tax Planning - College Planning, Coaching & Mentoring - Estate Planning - Annuities - Mutual Funds - Home Purchase. - Our Multilingual Team Members Speak English, Vietnamese, Spanish, Mandarin Chinese, Cantonese, Cambodian, Thai, Korean, Persian, Japanese and many more.
Overview

Background checked

10 employees

6 years in business

Payment methods

Apple Pay, Cash, Credit card, Google Pay, PayPal, Square cash app, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

32 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

6 reviews

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Read reviews that mention:


Joyce S.

Tho is very patient and caring. She's generous to share her experience and knowledge. I wouldn't feel as comfortable with my future and life plans if I didn't have her guidance.
FIRE🔥 Future Financial & Future Planning's reply
Hi Joyce, Thank you for your review and it is my honor to be a strategic partner in your financial journey. I am glad I can help put a solid financial plan in place for your family and I look forward to continuing this journey with you for many years to come. Regards, Tho
Apr 9, 2020
Rowan T.

Before working with Tho, I thought I understood enough to take care of my family's financial future. Right from our first call, our conversations were very informative and enlightening. I learned so much about areas of insurance and finance and what I needed to keep us safe and plan for the long term. At the end of appointments, I felt SO good about the things we put in place and wished I had done something sooner. With all that I had learned, I felt confident that I had made the right decision for my family. Tho, your passion for financial literacy radiates and it shows how much you care. Thanks to you we are in much better shape, much better prepared and more than ready should something happen that is beyond our control. Not only are you pleasant to work with but you brought a wealth of knowledge and guidance that gave us the peace of mind we've been looking for. The FIRE movement is amazing and anyone is lucky to have you in their financial journey as a trusted strategic partner and coach. Thank you for doing what you do!
Apr 8, 2020
Taylor N.

The service was very professional and quickly responded to my son’s inquiries about college and financial aid. The coaches there were extremely helpful and knowledgeable.
FIRE🔥 Future Financial & Future Planning's reply
Hi Taylor, Thank you very much. It’s such an enjoyable journey to see your son’s confidence grow with our coaching program but most importantly he has got in the major that he loves at his school of choice. He truly deserves his scholarships & grant awards for all his hard works and I can’t wait to see his bright future unfold. Best wishes. Tho
Apr 8, 2020
Adriana C.

Exelencia
FIRE🔥 Future Financial & Future Planning's reply
Muchas gracias por su confianza y negocio. Fue un placer servir a su familia.
Apr 16, 2020
Leandro R.

It was very good experience thank you
FIRE🔥 Future Financial & Future Planning's reply
Thank you, Leandro. It was a pleasure to work with you and your family. I look forward to helping your family for many years to come.
Apr 14, 2020
Credentials
Background Check

Tho Trefz

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I appreciate the opportunity to earn your trust and business for your financial planning needs. I have worked with all the A rating financial companies and major insurance carriers. As such, I’m able to educate you and shop for the best available benefit options, as well as pricing. I pride myself on maintaining long-term relationships, as most of my clients are referred from other clients and other agents, which should indicate the quality of my work and their satisfaction. Please feel free to review my profiles and reviews.

  • Describe a recent project you are fond of. How long did it take?

    Its hard to find one among many favorite stories from my work. I helped many families, individual and business owners to plan for their future, protect their family, safety net & have a clear understanding of what lies ahead. However, coaching them on understanding of having multiple sources of income and back up plans and be certain in turbulent times have been very rewarding.

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