Smart Decisions, Smart Goals
Services Offered by Dao
Retirement Income Strategies
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Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 9/10/215 out of 5Rating 5.0Hello, I have been a client of Dao since 2011 and she has been so faithful to move me toward retirement so that I am well positioned to have a comfortable retirement! I am a nurse and have been one for 36 years and her help has been invaluable!
- 8/24/215 out of 5Rating 5.0Dao is absolutely spectacular at what she does!!! I am a NYC public school teacher and mom of two and she has been incredible in helping my husband and I make our hard earned money grow!!! She takes time to get to know her clients and their specific financial needs before creating an individualized plan for financial success! She has also helped my elderly mother and I plan for her and I would highly recommend her for any financial planning! Dao is one in a million and I would recommend her to anyone I love!
- 8/23/215 out of 5Rating 5.0Dao has been my financial advisor for more than 10 years. She is truly an asset. Dao has been there whenever I needed her for financial advice. Thanks to Dao I was able to use my salary as a Registered Nurse to secure my financial future. I highly recommend Dao for all your financial needs.
- 8/21/215 out of 5Rating 5.0Thank you Dao for all that you do to help me and my family. We appreciate you very much.
- 8/19/215 out of 5Rating 5.0Dao is the most thorough and knowledgable advisor I've ever had the pleasure to work with. She is full of helpful information and is always willing to share. The future of my families finances were a mystery until Dao began to get us organized. We still have a way to go, but we know we are in great hands witg Dao. She has even helped my wife and I with personal issues that were of no benefit to her or her organization. That is the measure of a empathy that goes beyond business. I'm truly glad to have her as a member of our team and future. I already recommend her to friends and family.
- 8/19/215 out of 5Rating 5.0What would you do, if, after 24 years, you had to start over? One would hope, you would find someone like Dao Phan.
For over 20 years, Dao Phan, has been my financial consultant. With her assistance, extensive knowledge and expertise, I became an educated consumer. Dao crafted a plan with financial strategies and implementation so I was able to retire in only 15 years, 8 years ahead of schedule. I highly endorse Dao Phan.
- 8/19/215 out of 5Rating 5.0DAO has been my financial advisor for almost 20 years Over that time she has become my friend She is knowledgeable, extremely kind, professional, resourceful and always, always helpful After the death of my husband, DAO took over all my finances and planned a retirement portfolio for me I’m not extremely wealthy but I am very comfortable as she has made my money grow My daughter and her husband worked out a strategy with DAO for a portfolio which protects all future financial needs of their 2 young children