Steps to Financial Independence

  • Cash Flow

    Manage expenses and earn more to increase cash flow.

  • Emergency Fund

    Create a plan to save 3-6 months of cash on hand for any of life’s emergencies.

  • Debt Management

    Develop a plan to become debt-free, while building wealth.

  • Proper Protection

    Protect assets and family against loss of income and sickness.

  • Build Wealth

    Strive to outpace inflation, and reduce taxation.

  • Preserve Wealth

    Build a family legacy for generations to come.

Learn More

Client Testimonials

  • Shelong has been a great agent. Super helpful and resourceful. Answered all our questions promptly and has great communication skills. Made our process easy and we would recommend him to all our friends.

    Chao Y. & Mai Kou C.

  • Wonderful Service and Knowledge from Shelong

    We are so grateful because of Shelong's services and support in discovering for us appropriate life insurance and financial solutions. This, at the very onset, demonstrated a truly amazing level of knowledge and concern for our unique needs.

    Perhaps the most profound impression is that he is really very good at breaking down financial complexities and providing options that visually matched our goals and budget. Shelong actually listened to them, responded to our numerous inquiries, and led us through every little detail at each stage with perfect grace and professionalism.

    It gives us complete peace of mind, as our family is now fully financially protected and prepared for its future. You would be highly unlikely to find better experts in finances than those seeking the advice of Shelong. Shelong goes that extra mile!

    Thanks, Shelong, for making it such a seamless and comforting process. You've gained our trust and our best applause.

    Yer X. & Koua T.