Dr. Wong's Services

How Your Family Can Benefit:

  • Retirement Planning (increase your income)
  • Reduce Taxes and Risk on Your Investments
  • ROTH IRA’s (enjoy tax-free income from your retirement accounts for up to three generations)
  • Sell Major Assets without Capital Gains tax
  • Private Pensions with secure lifetime income
  • IRA and 401(k) Roll-over Strategies
  • Family Estate Planning (passing assets the way YOU WANT!)
  • Multi-generational IRA’s (leave 2 – 10 times the income to your spouse, kids and grandkids)
  • Real Estate Investments for cash flow and future capital appreciation
  • Solar Business Equipment Leasing for major tax savings and a long-term high income

Public Speaking and Education:

  • Public speaking to all sorts of groups: trade associations; churches; service clubs such as Rotary, Kiwanis, and Lions; real estate groups; CPA’s; and housing communities such as RV & mobile home parks and senior communities such as Sun Lakes and Sun Cities, AZ;Medical Professionals, such as Dentists, Physicians, Chiropractors, Veterinarians, Optometrists, Pharmacists, Nurse Practitioners and Nurses.
Ted Liebler

"He was able to engage and captivate an audience for two hours with his financial candor, insight, humor and outstanding speaking skills ...""

 

Ted Liebler

Adult Programs, Chandler Hamilton Library

Marilyn R. Branson

"I am delighted to report that your seminar is the best one I have ever attended! The information you provided really helped me understand the ins and outs of federal benefits. God bless the work you do and the people you help. It is rare to find caring individuals who not only do a job they love ... but also do it in the spirit of serving others at the same time"

 

Marilyn R. Branson

Attendee at Tucson Veterans Administration seminar

Vivian Loefts

"He was not selling any financial product, he was educating those who came to listen and learn about better ways of investing ..."

 

Vivian Loefts

Member of RISE Lifelong Learning Group at Rio Salado Community College

Robert & Phyllis Wilson

"In all of our years of doing business with various banks, stockbrokers and credit unions, we are of the opinion that we should have met him earlier in our lives ..."

 

Robert & Phyllis Wilson

Retired Investors

To see how I can help you acheive your goals, call me today at

(480) 706-0177

Office Address

2141 E. Broadway Road
Suite 101
Tempe, AZ 85282

Click here to schedule a FREE Strategy Session
with Dr. Wong

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