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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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.