LPL Financial is a leading financial services firm located in Whittier, CA. With a mission to provide personalized wealth management solutions, their team, led by John Tan, offers a range of products and services including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. As a Registered Representative with LPL Financial, John Tan brings years of experience in the industry, helping clients address their financial needs and goals for retirement, college savings, and estate planning.
Committed to helping individuals achieve financial security, LPL Financial offers resources such as articles, calculators, newsletters, and videos to educate and inform clients. Their expertise in understanding today's financial environment allows them to tailor their services to meet the unique challenges faced by each individual, ensuring a comprehensive and personalized approach to financial planning. With a focus on retirement readiness, LPL Financial supports the SECURE 2.0 Act, which aims to assist Americans of all ages in saving and planning for retirement.
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