Eddie Tan, Social Security Planner
Eddie Tan
Founder and President, Tan Financial Solutions
Professional Profile
Eddie Tan is the Founder and President of Tan Financial Solutions, located in Oklahoma City, where he has dedicated his career to helping clients navigate the complexities of financial planning. A certified National Social Security Advisor (NSSA), Eddie brings a wealth of knowledge and experience in Social Security Planning, Tax Planning, Retirement Income Planning, and Healthcare Planning. Since moving to the United States from Malaysia in 1990 with his wife Shirley, who has been his partner for 47 years, Eddie has become a respected figure in the community. He is deeply committed to empowering local residents by offering FREE workshops that provide critical insights into financial security. As a licensed Insurance and Series 65 Securities advisor, Eddie operates as a Fiduciary Investment Advisor, ensuring that he always prioritizes his clients' best interests with accurate and transparent advice. His mission is to help clients achieve financial peace of mind, allowing them to focus on enjoying life without the stress of financial uncertainty. Whether you are looking for guidance on Social Security benefits or comprehensive financial planning, Eddie Tan is your trusted partner in achieving a secure and prosperous future.
As a holder of the NSSA® Social Security certification, Eddie Tan brings specialized knowledge of Social Security planning to every client relationship.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.