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
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.
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.
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.
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.
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.
Reviews (10)
Nadene Eisert
Jan 15, 2022
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I cannot recommend Lifelong Wealth Management enough! Jason Gong and his wonderful team care about assisting you in reaching your financial dreams and clarifying what your dreams are. Jason is personable, friendly,down to Earth and he truly cares about his clients and having a relationship with them. Lifelong wealth management truly cares about you as an individual your goals.
Alexandria Frensley
Nov 30, 2021
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Meeting with Jason and getting started with our financial planning was the best decision my partner and I could've made. Not only is Jason thorough and responsive, he also genuinely cares about his clients. Even with our very modest investments, he checks in on our family, considers industries we may not want to invest in, and always makes himself available to go over big financial decisions.
Chris
Nov 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I’m a blue collar worker, the world of finance and investing is not something I’m too familiar with. Jason and his staff took their time to develop an investment plan specific to my needs. After a few years in now, things are really soaring. I will be a lifelong customer here.
I’m a blue collar worker, the world of finance and investing is not something I’m too familiar with. Jason and his staff took their time to develop an investment plan specific to my needs. After a few years in now, things are really soaring. I will be a lifelong customer here.
Anna Vieru
May 23, 2021
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If you are looking for a financial professional that genuinely cares about your future, then I would highly recommend Jason. He patiently walked me through every detail of my finances and provided a strategic plan to meet my goals. He has taken the time to understand what works best for me and understands the emotional factors that come with managing personal finances. There is no one else I would trust with my finances.
D. C. Chapman
Jan 20, 2019
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Kelly Tythcott
Dec 26, 2018
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Keyon Maljai
Aug 27, 2018
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We started working with LLWM when my wife and I first got married. We didn't have much to start with but over time and with focused attention to our long-term goals, we've been able to save significantly through smart investing than we would have ever been able to on our own. The financial/life planning sessions with Jason were game changers for us and we'll end up retiring early.
Bella E.
Jul 07, 2018
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Definitely one of the best choices I could’ve made in my life. As a fairly young adult without much knowledge of finances and how to keep and improve them, I knew I needed some help. Jason has been there every step of the way, often going above and beyond to include you in the management of your funds so you know what’s really going on, but isn’t afraid to tell you what you gotta do to improve even more. This really is a company that builds lifelong relationships with their customers, he’s become a great friend and mentor. If you want someone you can trust to keep and further build your
Braeden Kuether
Jun 19, 2018
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I had an incredible experience working at Lifelong with Jason, and learned so much more about finance and wealth management than I could ever expect to learn in school. Jason is extremely talented, and taught me some of the most important qualities that a wealth manager should have considering their clients.
Kevin Getch
Nov 17, 2017
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