Welcome from Robert Tong

Robert G Tong knows people try to do what is right for those they care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs, your family or your business, when it is a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best help address those needs is the next step. That is why you value the services of a financial professional and Robert G Tong values the relationships we build together. Robert G Tong can help you protect what is of value to you. He will do his best to help you achieve your goals! What is important to you is important to Robert G Tong.

Robert G Tong will provide a comprehensive assessment of your current situation by helping you prioritize your goals and developing a workable strategy with clear action steps and timetables. Because your circumstances may change over time, Robert G Tong will be available to help you reassess your plan and make sure that it remains viable.

Let Robert G Tong help you plan your financial future.

My Mission

As a Northwestern Mutual Financial Representative, my mission is to reflect the trust, honesty and integrity that are inherent in the Network. I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals.

Preparing for Retirement

Many people focus their attention on accumulating enough money in order to retire, but they do not think about what they will do with the money once they retirement. The goal is to have the money last as long as you do, and there are specific strategies that I can provide you to help make this happen. Please watch this video to get a better sense of the questions you should be considering when preparing for retirement.

Featured Articles

You can find Estate Analysis and Investment Strategies articles at the following location on Robert Tong's site:

Robert G Tong, CLU®, RICP®

Wealth Management Advisor

2121 N California Blvd
Ste 620
Walnut Creek, CA 94596-7350
  • Office 925-296-5170
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Advanced Planning
Library

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck