Financial AdvisorSon Vu
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States Insurance Licensed:
MT, OR, TX
Address:
739 2nd St E
Whitefish, MT 59937
US

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment and insurance insights of Mutual of Omaha to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Do you have a question? I'm here to help.
Contact Son
Compare Life Insurance Products and Get a Quote
Get a Quote

Financial AdvisorSon Vu

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment and insurance insights of Mutual of Omaha to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Email:SON.VU@MUTUALOFOMAHA.COM
Phone:(406) 206-5831
States Insurance Licensed:
MT, OR, TX
Address:
739 2nd St E
Whitefish, MT 59937
US

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Products

Medicare Supplement Insurance
Disability Income Insurance
Annuities
Critical Illness Insurance
Dental Insurance
Life Insurance
Long-Term Care Insurance
Cancer, Heart Attack & Stroke Insurance
Small Business Solutions
Investments

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Retire with Confidence
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Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
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