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Our Services

Joseph Vu & Co., Inc. is a financial planning and Registered Investment Advisory firm headquartered in Westminster, California. The firm specializes in providing fee-only financial planning services, investment advice to individuals and families. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy and pass on those you already have – Joseph Vu & Co., can help you along the way.

Your financial objectives may include:

Ensure retirement income

Reduce the risk of financially devastating events

Reduce burden of taxes

Minimize the effect of inflation

Savings for college

Create and preserve personal wealth

Maximize wealth transfer

Establish charitable legacies

Foster peace of mind through proper planning today

Joseph Vu & Co., Inc. offers professional expertise to help you achieve these important goals our services include:

Investment Analysis and Portfolio Management

Retirement Accumulation and Distribution Planning

401(K)/403(b) Management and Advisory

Pension/Profit Sharing Advisory Services

IRA Rollovers

Small to Medium Business Planning

College Funding Advisory Services

Personal Planning and Advisory Services

Estate Planning Advisory Services