Lam Wong

Lam Wong

Hello and welcome to L. Wong Retirement Strategies. As a financial advisor, I believe it is crucial for my clients to understand what they're working towards before they invest their money. With specialization in estate and retirement planning, I will be able to provide the optimal financial strategy for you and your family.

Aside from focusing on life insurance and annuity, I also have a background in Education and Real Estate. I am fluent in English, Mandarin, and Cantonese, which enables me to assist clients from a variety of cultural backgrounds.

Should you have any questions related to financial and retirement planning, please feel free to browse my website and do not hesitate to send me a message.

Call us today to see how we can help!

L. Wong Retirement Strategies

At L. Wong Retirement Strategies, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At L. Wong Retirement Strategies, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.