Protect, Grow, and Pass Down Your Wealth—With a Financial Strategy Built Just for You
Personalized strategies for life insurance, market protection, tax-free retirement, and legacy planning.
I’m Shelong.
I Help Families Build and Protect Their Wealth.
Before entering the financial industry, I spent over 17 years as a product manager and game developer leading multimillion-dollar projects and teams. But I began to notice something troubling: even accomplished professionals like me — and the families we love — were one financial setback away from crisis.
That realization led me to make a change. Today, I help families and professionals protect their income, grow their wealth safely, and build legacies that last for generations.
I know what it feels like to work hard and still feel financially stuck. I’ve applied the same discipline, systems thinking, and leadership from my previous career to create financial strategies that bring clarity, protection, and long-term growth.
My mission is simple:
To make powerful financial tools—usually reserved for the wealthy—available and understandable to middle-class Americans.
Take the Guesswork Out of Your Financial Future.
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Concerned about how market swings could impact your savings?
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Unsure how to reduce taxes during retirement?
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Want to leave a lasting legacy — without passing on debt?
What We Help You With
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💼 Life Insurance Solutions
Protect your loved ones and build lasting security with life insurance plans tailored to your goals — including options that grow cash value over time.
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📉 Market-Proof Growth Strategies
Grow your money safely with strategies designed to minimize risk while creating steady, predictable growth.
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🧾 Tax-Free Retirement Planning
Use IRS-approved strategies to help create retirement income that’s efficient, protected, and tax-advantaged.
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🛡️ Income & Asset Protection
Shield your income and savings from unexpected life events or market downturns so your plan stays on track.
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🏡 Legacy and Estate Planning
Preserve your wealth and ensure it’s passed down smoothly to the next generation — the right way, on your terms.
Real Clients. Real Peace of Mind.
Chao Y. & Mai Kou C. (Feb 2024)
“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.”
Yer X. & Koua T. (Nov 2023)
“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.”
Ready for Clarity and Confidence in Your Finances?
Schedule your free 1-on-1 call with Shelong today. No pressure. Just answers.
No available times that fits your schedule? Reach out to me here.
FAQs
Is this a sales call?
No. This is an educational session to see if our services align with your needs.
Do I need to have a lot of money to work with you?
Not at all. We specialize in helping middle-class professionals get access to financial strategies the wealthy use every day.
Are you licensed?
Yes—I’m a financial professional licensed across the United States, with access to A-rated providers.
How much does it cost to meet with you?
There’s no cost for your initial strategy session. It’s simply a chance to learn about your goals, review where you are, and explore potential strategies together.
What types of clients do you typically work with?
I work with individuals and families who want to build long-term financial stability — whether they’re professionals planning for retirement, parents protecting their income, or anyone ready to make smarter decisions about money.
What makes your approach different?
My background as a product manager in the tech and gaming industry taught me to think strategically and systemically. I use that same approach to simplify financial concepts and create personalized plans that actually make sense.
Access to the Industry’s Most Trusted Providers
We work with A-rated financial providers to offer clients secure, reliable, and customized strategies built around their goals.
