Let us help you take control of your finances!
 513-289-4722    

CONNECT

Address:

6512 Tylers Crossing
West Chester, OH 45069

Phone:

513-289-4722

Our Mission

Mission: To help build and perserve retirements




Vision: To educate and elevate your financial life to live with confidence




At Trandai Financial Solutions, we vow to listen with attention and open heartedness, to understand our clients' concerns and worries, in order to offer you SOLUTIONS and bring them happiness.




Value Statements:



  • To educate you about your personal in-depth financial situation
  • To pursue your financial life goals through the proper management of your resources 
  • To help you transform and build a completely custom written financial plan that consists of: 


    • ​​​Dependable and tax-free retirement income*



    • Protection of assets from future stock market loss*



    • Affordable wealth management strategies 







*Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.




What Sets Us Apart


We are a family-owned and independent financial company. We know all our clients and are responsive to their needs. With our backgrounds of  engineering, we approach with a "think-out-of-the-box" technique to effectively plan your retirements. With that, we have a combined 30 years of experience in financial services with offices in Cincinnati, Ohio, Orlando, Florida and Chicago, IL.


We are biligual - Vietnamese and English, so we have been serving American and Asian community since 1998.




 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck