Prepare for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Citrine Financial Solutions, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

ngoc-le

Ngoc Le Founder & CEO

Ngoc Le

Founder & CEO

Ngoc Le’s story is truly inspiring, showcasing her remarkable journey from a career in education to becoming a Certified Financial Fiduciary® and Retirement Income Strategist. Her transition highlights her courage and adaptability, merging her passion for education with her expertise in the financial industry. With a Master’s in Education Administration and 18 years in the public school system, Ngoc’s shift represents a pivot toward helping pre-retirees and retirees navigate the complexities of the decumulation phase in retirement planning. Her involvement as a Co-Producer in the thought-provoking documentary, “The Baby Boomer Dilemma,” further illustrates her dedication to education by raising awareness about the critical issues in retirement planning. Her focus on ensuring a safe, secure, and stress-free retirement demonstrates her commitment to improving people’s financial well-being, especially during their later years.
Born in Vietnam, Ngoc experienced the turmoil of war firsthand, escaping its perils on a fishing boat with her family at the age of five. This challenging journey instilled in her a deep sense of empathy and understanding for those who have faced adversity and overcame hardships. Despite the demands of her professional life, she has been a devoted full-time single mother since her son was 6 months old and cherishes their quality time together. Her dedication to education, financial empowerment, and compassion for others is a testament to her resilience and determination. Ngoc’s story is an inspiration, demonstrating how determination, resilience, and compassion can pave the way for success and inspire others to overcome their challenges.
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Make the most of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation
  • Why timing is so important when it comes to your benefits
  • Ways to supplement your Social Security income

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle using the following services:

retirement-income

Retirement Income Strategies

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

Legacy Planning

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Attend an
Upcoming Event

We host educational workshops and seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.

No events are scheduled at this time. Please check again soon!

Come Meet with Us

To learn more about Citrine Financial Solutions or to schedule a no-obligation meeting, contact us today!

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