About My Practice
Founded in 2012, MOR Retirement Planning was specifically designed to assist deserving families in preparing for retirement. Initially working with state employees, the firm expanded its area of expertise to federal employees in 2018. MOR have been helping thousands of teachers and Postal Workers to and through retirement happily and successfully.
MOR is well recognized and the most recommended by supervisors, managers, teachers, staffs and postal workers in the following counties: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, Sonoma.
Our goal is simple – We are on a mission to provide Federal Employees with the best HR services they never had. Helping Federal employees better understand their benefits through the Federal Government so they can make smarter choices about their money. Helping them prepare for a successful retirement transition and not a victim of disappointing and expensive surprises.
Offering Advice Since
Areas of Specialty
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health 0I38872
Other Licenses, Certifications, Designations: Notary Public Commission # 2328979
Education: Foreign Trade University of Ho Chi Minh City, Vietnam
Charges to Clients for Services
Commissions paid by the insurance companies on insurance products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
One Resources Group