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John D. Nguyen, CFP®

J & N Financial Group

1400 N. Harbor Blvd.
Suite 107
Fullerton, CA 92835
Phone: (714) 231-5807

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Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Disaster Recovery
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Government & Military
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Identity Theft
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Startup
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Succession Planning
  • Long-term Care
  • Starting a Family
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.