Protect your family and grow your wealth.
3T Financial provides outstanding professional planning and advice in Asset Protection, Wealth Management, and Tax Planning. We strive to add value to our clients' lives with integrity, expertise, and high-quality, long-term client services.
Terri Kwan, CFP, CLU, CHS
Terri’s philosophy revolves around:
1) putting her clients first
2) adding value to her clients
With over 20 years of experience working with a variety of clients, she knows that every individual has a unique set of needs. Therefore, she makes sure that the solutions she provides are personalized and tailored to those needs.
Terri works closely with tax accountants and estate planning lawyers to get a complete understanding of every client’s situation. Together, they work to create a detailed and holistic plan that covers all her clients’ financial concerns.
Terri specializes in helping small business owners and professionals, but she aims to help anyone who wishes to grow and maximize their assets.
Our Services
Wealth Management Services
Take the value you have built up over time and invest it strategically to grow your assets.
Investment Tax Minimization
Minimize your current and future tax payables with some professional and tailored planning.
Financial Planning
Create a holistic solution tailored to your situation, achieve lifetime financial security, and live a better life.
Estate Planning
Increase the value of your assets and leave a legacy for your loved ones as per your wishes. Facilitate an equitable distribution of your estate among your beneficiaries.
Retirement Planning
Set retirement goals, save the money you’ll need to reach them, retire as early as possible, and live healthier while you’re retired.
Business Succession Planning
As a business owner, financial planning is crucial as your personal success is tied to the success of your business. Plan for the unexpected and prepare for how you want your business to be passed on.
Asset Protection & Insurance Planning
Insure and protect yourself and your family against unexpected circumstances.