Services
Clients of Craig Wong and The Elite Financial Network, Inc. can receive the following:
- The creation of a process designed to help them manage different financial objectives
- An analysis of their investment and/or insurance plans to see if it suitable for their needs
- The ability to create a retirement income strategy designed to help ensure they do not outlive their money
- A comparison of their company's benefit plans to see if it is making fiscal sense
- A review of their personal budget planning
- A better understanding of where they are, financially speaking, today and what improvements they may need to make in the present and in the future
Through my association with LPL Financial, I have access to a diverse array of financial products. LPL Financial has no proprietary products of its own. This means I am not constrained by any corporate influences and I am free to select those products and services that can better address the needs of my clients.
In addition, I am separately licensed as a fully independent Life, Health, and Disability Insurance Agent. (California Insurance License #OB29054) I have access to a variety of insurance products to help support the risk management piece of an overall plan.
Some products offered directly or through associated companies:
- Tax Free and Tax Deferred Investments*
- Traditional and Roth IRA's
- Business and Group Retirement Plans
- Business and Group Insurance Plans
- College Education Planning and 529 Plans
- Mutual Funds*
- Annuities
- Stocks and Bonds*
- Alternative Investments
- Life Insurance
- Disability Insurance
- Long Term Care
- Business Continuation Planning
- Estate Planning
- 401(k) Plan Review