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Submission: On October 21 via manual from GB — Scanned from GB
Submission: On October 21 via manual from GB — Scanned from GB
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If you're seeing this message, that means JavaScript has been disabled on your browser, please enable JS to make this app work. TFACONNECT.COMBROKERCHECK PINGPING MEDLEY Investment Advisor Representative (408) 262-0998 +1 (650) 490-6058 Email Me (408) 262-0990 2077 Gold Street Ste. 108 P.O. Box 1107 Alviso, CA 95002 Click to See Office Hours English/Chinese (Mandarin) Check out our Daily Personal Finance workshop! https://worldsystembuilder.com/workshopcalendar/ * * Call NowSchedule an Appointment SMART DECISIONS, SMART GOALS At Transamerica Financial Advisors, Inc. (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy designed to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal. Download TFA Financial Fundamentals A guide on what you need to know in order to better plan for retirement. First Name* Last Name* Email Address* Mobile Download NowOnline Privacy Statement CREATING CONFIDENCE Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy. Click for sound 0:56 SERVICES OFFERED BY PINGPING VARIABLE ANNUITIES Variable annuities are utilized as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future. INSURANCE PROTECTION The most important part of preparing for the future is protecting it. As a TFA registered representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones. LEGACY STRATEGIES Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone. INVESTMENT ADVISORY SERVICES Investment management does not have to be reserved for the wealthy. As an Investment Advisor Representative with TFA, you have ongoing access to receive my assistance with selecting the asset allocation and tools for your particular financial goals. RETIREMENT STRATEGIES The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life. BUSINESS STRATEGIES Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected. COLLEGE FUNDING No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours. SCHEDULE A COMPLIMENTARY, NO-OBLIGATION APPOINTMENT WITH PINGPING First Name* Last Name* Email Address* Mobile Schedule AppointmentOnline Privacy Statement OUR SUCCESS IS BUILT ON YOURS TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same. To become a registered representative of Transamerica Financial Advisors, Inc. you must first become an associate with World Financial Group, Inc. Join WFG/TFA FREQUENTLY ASKED QUESTIONS What is Transamerica Financial Advisors, Inc. (TFA)? Why become part of TFA? How do I join TFA? What is the relationship between TFA and World Financial Group (WFG)? What types of providers and other companies are available through TFA? Who owns TFA? Who is the President of TFA? When was the company founded? Where does TFA conduct business? What is FIQ? ABOUT PINGPING'S OFFICE 2077 Gold Street Ste. 108 P.O. Box 1107 Alviso, CA 95002 Monday 9:00 AM-8:00 PM Tuesday 9:00 AM-8:00 PM Wednesday 9:00 AM-8:00 PM Thursday 9:00 AM-8:00 PM Friday 9:00 AM-8:00 PM Saturday 9:00 AM-9:00 PM Sunday 9:00 AM-9:00 PM © 2024 Transamerica Corporation TFAConnect.com WorldFinancialGroup.com Join WFG Broker Check Online Privacy Statement Terms of Use Complaint Handling- US ONLY Do Not Sell My PI Text Terms of Service US Pingping Medley - CA License #0I86816 Transamerica Financial Advisors, Inc.’s financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and federally Registered Investment Advisor. World Financial Group Insurance Agency, LLC (in California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and/or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products. California License #0679300 WFGIA and TFA are affiliated entities. Many people have experienced various levels of success with WFGIA and TFA. However, everyone’s experience may vary. This statement is not intended to, nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system. WFGIA and its agents and TFA and its representatives do not offer tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein. WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499 Phone: 770.453.9300 TFA Headquarters: 570 Carillon Parkway, St. Peterburg, FL 33716. Phone: 770.248.3271 3176694 June 2024