Helen Song, CLU, CLTC, LUTCF
Financial Adviser

I have been a Financial services Professional in the San Francisco Bay Area since 1998. I have been a qualifying member of Million Dollar Round Table* for 11 years, and I'm a life member of Million Dollar Round Table. I am committed to providing individuals, families and businesses with the insurance and financial products that meet their needs.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. Please use my web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. I always keep up with current insurance and financial products trends and offer outstanding service. I care for my clients and hope to earn your trust as I help you achieve your goals.

Calculators

Newsletters

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

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