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.
Thank you for visiting my website! Stay a while and browse its many features.
To receive relevant and helpful financial insights from me, please click here to subscribe to my email list. Only your email is required.
Newsletters
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?