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.
