As a registered representative through JK Financial Services, Inc., and a registered agent through JPL Financial and Insurance Services, Inc., I am dedicated to helping my clients work toward improving their financial futures. To do it right takes commitment and the services of a capable financial professional like me. I have the resources, knowledge and over 20 years of experience to help you select the appropriate products to work toward your financial 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 email me at info@lilyho.com or call me at 626-589-6197. I am looking forward to work with you.
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Newsletters
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lease Payment
How much would your monthly lease payment be?