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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Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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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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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?