I have known Sally Chung for many years; she is smart, knowledgeable, and a fierce advocate on behalf of her clients. At the same time, she is kind, caring, warm, and capable of an extraordinary degree of empathy. Having spent many years as a financial planner, she has a comprehensive knowledge of asset protection and its implications for her clients, the elderly and retired in particular. You cannot go wrong with Sally Chung on your side.


Michael Phelan, JD/MBA

Managing Partner, Kearney & Phelan, Ltd.