We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with money and values. The moment we define ourselves and values by the size of our bank accounts is when we start to describe ourselves by the shadows that walk behind us.
All too often we work all our lives in hopes to one day live our dreams, only to realize that we spent most of our lives not knowing what our dreams are. We want to understand your, "why", before developing a comprehensive financial strategy that meets your particular needs. Your financial plans should be designed and benchmarked to what you envision as your ultimate life wishes.
All too often we work all our lives in hopes to one day live our dreams, only to realize that we spent most of our lives not knowing what our dreams are. We want to understand your, "why", before developing a comprehensive financial strategy that meets your particular needs. Your financial plans should be designed and benchmarked to what you envision as your ultimate life wishes.
Services
Our Team
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Jason Gong began his career in investment management and marketing in the early 1990s holding positions at both Bank of America and Wells Fargo. An enthusiastic and driven professional, Jason's passion resides in creating lifelong relationships with his clients. During the 2008 economic downfall, Jason decided to create a holistic financial platform that extends beyond specific industry silos.
About
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Our focus is helping you find your happy. Your financial plans should be designed and benchmarked for what you envision as your ultimate life wish. Whether it is retirement, a dream home, financial independence, or planning for your children's future, we can help you create your financial version of happy.
Services
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Strategize and implement deferred savings plans such as Health Savings Plans, Individual Retirement Accounts, Annuities, etc. Design asset preservation/wealth transfer strategies that could include disability/life/long-term care/personal insurance. Conduct a loan analysis, and assist in implementing optimal payment strategies and credit analysis of your home/credit cards/school debts.
Financial Philosophy
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Imagine starting off your New Year with a resolution to lose weight. You meet with a trainer, and he mentions that you need to focus on doing crunches 1 hr/day. Does that sound like a great plan? Impractical strategies are common in the financial industry.
Insurance representatives focus on utilizing many insurance products to meet a clients' goals; CPAs focus on minimizing taxes; and mortgage specialists focus on qualifying an individual/couple for a mortgage.Investment advisors use investment products as an answer to many retirement needs. Thus, our team takes a holistic approach by integrating the different financial segments into creating a comprehensive financial plan.
Insurance representatives focus on utilizing many insurance products to meet a clients' goals; CPAs focus on minimizing taxes; and mortgage specialists focus on qualifying an individual/couple for a mortgage.Investment advisors use investment products as an answer to many retirement needs. Thus, our team takes a holistic approach by integrating the different financial segments into creating a comprehensive financial plan.
Careers
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If you or someone you know is driven, hard-working, and has a passion for learning, this is the internship for you. We are currently taking applications for our summer program here at Lifelong Wealth Management for 2020. Last year, we welcomed our second group of interns and found our program to be a huge success thus, we want to do the same thing this year.
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