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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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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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.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?