Jason Gong and Lifelong Wealth Management
I can’t say enough to recommend Jason Gong and his team at Lifelong Wealth Management. Before joining his team in 2019, my husband and I had our funds with a firm that I felt were doing a reasonable job of managing our retirement portfolio.
Like many of my friends and family, I had believed that just having our money invested in reliable mutual funds under a trusted money manager was the most we could do to manage our finances. But, with Jason, we have learned what a true “Financial Planner”does for you.
Under Jason, we have learned that you don’t have to be some wealthy investor in the stock market to realize the benefits of working with a “Wealth Planner”.
In the 7 years that we have been with him, not only has he managed and increased our investments, but he has personally shepherded us through all of the other parts of life that affect our income and resources. Things like: Planning for the impacts of medical issues. Selling a home. Refinancing. Converting funds to create tax advantages. Planning for vacations and other life adventures. Being in constant regular communication and offering timely advice about how best to manage our resources.
And above all, he is one of the nicest, most caring persons you will ever meet.