National Speakers Association – Arizona!

Harold Wong

Member

Dr. Wong Investor Guide

2077 E. Warner Road, Suite #110
Tempe, AZ 85284

480-706-0177
Fax: 480-730-1000

Dr. Harold Wong helps seniors and Baby Boomers to safely maximize retirement income. He uses guaranteed cash flow retirement accounts (which often double or triple CD rates) and advanced tax planning.

Roth IRA and 401(k) planning can eliminate income tax for life for the client and his spouse. Multi-generational IRA planning allows parents to leave 3-12 times the money to their kids or grandkids.

Dr. Wong earned his Ph.D. in economics at UC Berkeley and passed the CPA exam in 1979. He has appeared on over 400 TV/radio programs and has published dozens of articles. He set audience response records on over 50 stations and his first radio show received over 3,000 letters & phone calls.

He writes a column on money for The AZ Republic, the largest daily newspaper in AZ. Topics include insider investment, tax, real estate, mortgage, and financial strategies that the “Big Boys” use.

Popular seminar topics include:

1. After the Wall Street Meltdown, What Financial Strategies Still Make Sense?
2. Secrets of Roth and Multi-Generational IRAs!
3. How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!
4. Secure Your Financial Future: Lessons from Warren Buffett!
5. How Today’s Economy Affects Your Investments and Retirement Income!