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Mary Wong Financial and Insurance Services

Complimentary Financial Consultations & Ongoing Workshops

FINANCIAL PLANNING 101...Live Life Without Worry.

Learn  About Financial Planning — Establish a Strong Financial Base — Create a Budget — Build an Emergency Fund — Make Better Decisions Using Your Money — Reduce Debt — Understand Basic Investment Options — Build a Solid Tomorrow with a Plan — Create a Financial Map — Evaluate Health Coverage — Prepare for Retirement — Social Security Overview — Tax Now, Tax Later, Tax Never  — In short, Grow and Protect Your Money.

Visit to view services and  on-going workshops. For more information and questions call (415) 793-7979,  e-mail  We are here to help you.

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