About
My website is Shirleyluuassociates.com. I specialized in retirement program that is very unique in the industry. I would love to have a candid conversation regarding your financial needs. I have radio show, been on TV channel 5, 7, 9 etc. Featured in Forbes and Oprah Magazine. Please feel free to call me at 703-608-1203. My office is in Mclean, VA.
I Specialized in a unique retirment plan that has Guaranteed lifetime income. Safe guard retirement from loss. Bonus on roll over. Tax free income. Have you ever heard of a retirment account that for every $1.00 you put in the bank matches 3. You owe it to yourself to check it out! That's what makes me different from the rest.
I love what I do. 2021 I just won a contract for 295,000 Union members. Nominated for Forbes 50 over 50 as well. In March 2021, I will be doing a TV Pilot shows for financial education. Hosting numerous events on Zoom, webinar or in some cases in person to help others regarding their finances. Love it when my clients can always count on me to have guaranteed income for life.
Won numerous awards for example 2019 Won Fairfax County Bea Malone small business of the year. Also won Leadership of Fairfax plus countless of speaking engagements throughout the countries.
Please feel free to check out my website:
Shirleyluuassociates.com
Highlights
Reviews
Charles D.
Tijuana Y.
Yvonne H.
Charlene A.
Marcella B.
Rochelle S.
Frequently asked questions
What is your typical process for working with a new customer?
First meeting is a free consultation to get to know the client needs. Then we do a follow up meeting to do data analysis of their retirement needs. Proposal than is recommended and review. Complete and process the requirement needs to submit to financial firm. Once approved then meet with clients to go over the plans for final approval.
What education and/or training do you have that relates to your work?
Managed and trained over 1000 agents. I am certified with National Financial Education Council (NFEC). Fully certified with States regarding Life and Health certificatiion. Can and do retirement planning for Individuals along with Business client consist of small and large companies.