Tommy Mai

Episode 1: Protecting Your Estate with Tommy Mai

Right on the Money host, Dennis Mattern, discusses estate planning as part of an overall retirement income strategy with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Estate planning is the preparation and the process to prepare to pass everything you own on to the next generation. It can seem like a daunting process to many, so where do you begin? With Tommy Mai Financial’s approach to estate planning is similar in nature to their business model of giving clients and new-comers the best customer experience possible. So when a client goes into Mai’s office, they...

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Episode 1: Personalized Retirement Income Planning with Tommy Mai

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Tommy Mai has a unique business model for his practice: customer service. Every current client or information-seeker is treated as a family member, regardless of whether or not they do business with Tommy Mai Financial. Mai’s office is committed to meeting with a client as many times as they need to understand what is happening with their finances. “What’s important is that we want to make sure everyone comes out happy,” Mai says. “It doesn’t matter...

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