Jason Lina's Contact Details

Jason Lina's Company Details

Golden Bell Financial Planning

, , • 5 - 9 Employees
Financial Services

Golden Bell was founded to break from the model of taking on more and more clients at the expense of personalized service and advice. To do things differently, we set a hard limit on the number of clients. That's our commitment to personalized service. Our pledge is to be candid in our advice, to tell you what you need to hear rather than what you want to hear, to be realistic about expectations, to be transparent about any conflicts, and to be honest about what we know and what we don't know.    We focus on the totality of your finances with an aspiration to help frame your financial decisions, educate you on the options and potential outcomes, cogently explain what we would do if in your shoes, and then help you to implement.