As a financial consultant through JPL Financial and Insurance Services, Inc. and JK Financial Services, Inc.,I am dedicated to helping my clients work toward improving their financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me. I have the resources, knowledge and over 19 years of experinece to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through both JPL Financial and Insurance Services Inc. and JK Financial Services, Inc., I can offer access to a broad range of financial products and services.
To schedule a complementary consultation, you can call me at 626-202-0102 or email me at info@lilyho.com .I am looking forward to working with you.
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Newsletters
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.