LW
Lifelong Wealth Management
Individuelle Finanzberatung, die Sie verstehen – für eine sichere, langfristige Zukunft.
5(5 Bewertungen)
Business
$$$
Individuelle Finanzberatung, die Sie verstehen – für eine sichere, langfristige Zukunft.
Gelegen in der Centerpointe Dr 5 in Lake Oswego bietet Lifelong Wealth Management eine persönliche Finanzberatung. Das Team wird für geduldige, klare Erklärungen komplexer Themen, inklusive Planung mit beiden Ehepartnern und reaktionsschneller, fortlaufender Unterstützung gelobt. Sie unterstützen bei der Optimierung von 401(k)-Plänen, der Diversifizierung von Portfolios und der Prüfung von Lebensversicherungsmöglichkeiten für Familien.
Keine Fotos verfügbar
Individuelle Strategien für kurz- und langfristige Ziele, einschließlich Ruhestands- und Familienplanung.
Diversifizierte Anlagelösungen und Portfolio-Optimierung, um Ihre Risikotoleranz zu berücksichtigen.
Umfassende Ruhestandsstrategien, einschließlich 401k-Optimierung und langfristiger Absicherungsplanung.
Fachkundige Beratung zu Lebensversicherungsoptionen zum Schutz Ihrer Familie und Ihres Vermögens.
Persönliche Beratungsgespräche, um komplexe Themen zu vereinfachen und gemeinsam fundierte Entscheidungen zu treffen.
Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.
Jason and his team have been a huge help as my wife and I plan for our personal finances and our growing family. We’re both extremely busy running our own companies, and they’ve been persistent in keeping us moving forward while still being patient with our timing. They’re also incredibly quick to reply, which makes everything easier. They take the time to understand what matters to us and explain things in a clear, straightforward way. If you want practical, steady guidance from a team that truly listens, Jason and his team are great to work with.
Jason and Jane are very professional and they take the time to get to know you and your goals. They are always willing to answer my questions and have done a great job in managing my portfolio. For a few years, I was trying to manage my assets on my own and it was a sigh of relief to find Jason. He has explained strategies and offered great strategies for investments vehicles. We have been working with Jason and his team for several years now and I am beyond pleased with our progress.
Jason Gong, Lifelong Wealth Management, is an outstanding financial planner. He is strategic, incredibly knowledgeable, and truly listens. Jason helped me restructure accounts, explore investment options, and plan for long-term security. His personalized financial guidance has helped me be more confident and informed about my portfolio. Jason and his team bring a winning combination of professionalism, practical advice, and genuine care. I highly recommend them!
Our family has been working with Lifelong Wealth Management for over 4 months now, and I couldn't be happier with their service. From day one, their team took the time to really understand my financial goals and risk tolerance and concerns. Jason and Jane have been absolutely outstanding to work with. What we appreciate most is how he ensures that both my wife and I feel completely included in every conversation and decision. Jason takes a genuine personal interest in understanding our unique needs and concerns, and he has a remarkable ability to simplify complex financial concepts so that both of us can easily understand our options and make informed decisions together. Since working with Jason and the team, we both feel much more confident about our financial future and retirement planning. They've helped us optimize our 401k, set up a diversified investment portfolio, and even assisted with input on Life insurance options for our family. I'd highly recommend Lifelong Wealth Management to anyone looking for trustworthy, professional financial advice. Jason truly cares about his clients' long-term success and makes sure everyone feels heard and understood.
Beanspruchen Sie Lifelong Wealth Management, um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
