About Us
At Zen Financials, we specialize in helping you create a secure, tax-free retirement with strategies that ensure you never run out of money. Our personalized approach provides guaranteed lifetime income, protects your wealth from market downturns, and adapts as your life changes. Take control of your financial future today!
Our Mission & Values
At Zen Financials, our mission is to provide financial peace of mind through customized retirement strategies. We are dedicated to helping you achieve a worry-free retirement by offering solutions that deliver guaranteed income, market risk protection, and tax-efficient wealth management.
Our Core Values:
- Integrity – Always acting in your best interest
- Clarity – Providing transparent, easy-to-understand solutions
- Security – Delivering strategies to protect your wealth
- Personalization – Tailoring every plan to your unique needs
Our Process
Discovery: We start by understanding your retirement goals and financial situation.
Customized Planning: Using advanced tools like Income Lab, we design a tailored strategy focused on providing lifetime income and market risk protection.
Implementation: We execute your personalized plan with secure, growth-focused solutions.
Ongoing Support: Life changes, and so should your financial plan. We provide continuous monitoring and adjustments to keep you on track.
Our Process
Discovery: We start by understanding your retirement goals and financial situation.
Customized Planning: Using advanced tools like Income Lab, we design a tailored strategy focused on providing lifetime income and market risk protection.
Implementation: We execute your personalized plan with secure, growth-focused solutions.
Ongoing Support: Life changes, and so should your financial plan. We provide continuous monitoring and adjustments to keep you on track.
Giving Back
At Zen Financials, our mission goes beyond helping clients achieve financial peace of mind—we’re also committed to making a meaningful difference in the world. We believe that everyone deserves the dignity of clean, safe drinking water. That’s why we’ve partnered with charity: water, dedicating a portion of our revenues to support their life-changing work. Together, we’re turning financial success into global impact—one drop at a time.
One of the most fundamental needs for human life is access to clean water. Yet, nearly 1 in 10 people worldwide live without it. Please consider donating to charity: water.
Meet The Team
Our team of financial professionals are passionate about helping you live your best life during retirement.
Tu Tran
Founder, Managing Partner
Client Testimonials
“I have learned more in your financial literacy workshop than from my own financial advisor.”
-Houston Workshop Attendee
“Tu has helped me brainstorm plenty of great ideas for my financial plans – both short and long term. He has also helped me stay organized financially.” – Houston Client
“Thank you for securing our financial future.” – Ohio Client
Let’s Work Together!
Take the first step towards a secure retirement with financial peace of mind.