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Wong Financial Services - Spokane Valley, WA

  • 16201 E. Indiana Avenue, Suite 5220 | Spokane Valley, WA 99216
    215 Oregon Street | Kellogg, ID 83837
  • 509-892-0070

Department of Labor Notice

| August 01, 2015
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Dear Valued Client,

The U.S. Department of Labor (DOL) has proposed a rule that may significantly impact our relationship and restrict your access to my financial advice.  This rule may not only impact our relationship, but it may also limit the choices available to you in your Individual Retirement Account (IRA), and your access to retirement financial advice overall.

That is why I am asking you to please visit and send an email to Congress telling them to preserve your choice in retirement savings and advice. All you have to do is enter your information and hit SEND – it only takes a minute.

It is critical that our elected officials hear directly from you as to how this rule will hurt hard-working people saving for retirement.

I greatly value our relationship and want to continue to assist you in preparing for a financially independent future. By taking action, together we can fight this rule and preserve your access to quality, affordable retirement savings and advice.



Cary Ann Wong, CFP®

LPL Financial Advisor

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