Our Mission

Mission: To help build and preserve retirements

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

At Trandai Financial Solutions, we will listen with attention and open heartedness, to understand our clients' concerns and worries, 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. With our engineering and psychology backgrounds, 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 bilingual - Vietnamese and English, so we have been serving American and Asian community since 1998.