Hien Jolie Phan
Indiana University School of Dentistry
Tell me more about Hien Jolie Phan?
Hien Jolie Phan is a highly experienced tax professional with 3.7 years of work experience. Based in the United States, she specializes in helping clients with their financial needs and implementing tax-advantaged strategies. Hien has worked at Independent Agency Alliance as a Senior Managing Director and has also served as the Senior Managing Director. She is passionate about helping clients grow, access & protect their wealth, and prevent risks and threats. Hien's expertise lies in risk management, financial planning, retirement planning, and tax reduction strategies.
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Emails and Phone Numbers
About
“In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned HandMaking sure you are optimizing your lifestyle today, while simultaneously preparing for tomorrow’s needs (such as retirement), isn’t easy...Have you saved enough money?Are you overpaying taxes each year unnecessarily?How much can you take out each year in retirement without running out of money?Will you be able to leave something to your kids or favorite charity?How do you coordinate your estate and legacy planning needs with the needs of today?Regardless of whether you are a business owner, executive, or a W-2 employee, my passion is to worry about your finances, so you don’t have to!Having helped numerous clients with their financial needs over the course of my career, I have built a unique expertise surrounding tax-advantaged strategies so you can: **Grow your wealth for the future**Access it today as needed**Protect it from the various risks and threats that can derail your hard-earned wealth if you’re not careful.When you’re ready to learn more about how I can help you with your risk management, financial planning, retirement planning, or tax reduction strategy needs, feel free to send me a message here on LinkedIn!
...See MoreWork Experience
Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available
Senior Managing Director
Insurance
Hien Jolie Phan's Professional Milestones
- Senior Managing Director (2020-03-01~): Developed and implemented strategic initiatives to drive company growth and maximize profitability.
- Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available: Guided individuals through challenging tax changes and protected their wealth for sustainable growth.
Education
General
2019-2023Certification
Colleagues
Ricardo Romero
sales marketing - owner of public group market traders & penny stocks
Minh Nguyen
medical laboratory technologist property casualty and life insurance agent director at h&m services group inc
Kimsloan Lee
Regional Director
Rachel Galano
Agency Managing Director | Licensed Insurance Agent
Don T. Mai
Human Resource Manager | Director
Other Named Hien Jolie Phan
Frequently asked questions
We found 1 Hien Jolie Phan's email addresses
Hien Jolie Phan's social media include: Linkedin,
Hien Jolie Phan works for Independent Agency Alliance
Hien Jolie Phan's role in Independent Agency Alliance is Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available
Hien Jolie Phan works in the industry of Insurance
Hien Jolie Phan's colleagues are Ricardo Romero,Minh Nguyen,Kimsloan Lee
Hien Jolie Phan's latest job experience is Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available at Independent Agency Alliance
Hien Jolie Phan's latest education in Indiana University School of Dentistry