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JPL Financial And Insurance Services Inc.
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Cash Management

Cash Flow Analysis


Lifetime Earnings


Net Worth

Estate Planning

Estate Taxes

Loans & Credit Cards

Car Affordability


Credit Card Debt


Home Affordability


Lease Payment


Loan Payoff


Mortgage Acceleration


Mortgage Refinancing

Retirement & Inflation

Working While Collecting Social Security Benefits


Cost of Retirement


Impact of Inflation


Retirement Plan Early Distribution


Retirement Portfolio Lifespan


Required Minimum Distributions

Risk Management

Life Expectancy


Life Insurance


Long-Term Care Self Insurance


Disability Income Insurance


LTCI Cost of Waiting

Saving & Investing

College Funding


Savings Goals


Savings Accumulation


Taxable Equivalent Yield

Taxes & IRAs

Federal Income Tax


IRA Eligibility


Tax-Deferred Savings


Roth IRA Conversion

Lily Ho is a Registered Representative offering services through J K Financial Services, Inc. A Member of  FINRA, SIPC. Office: 149 Cross Rail Lane, Ste 102, Norco, CA 92860. Tel 714-704-1818. Ms. Ho is registered to discuss and /or transact securities service business only with residents of the following states: California and Texas. No offers may be made or accepted from any resident outside these states. 

Securities offered through J K Financial Services, Inc. Member FINRA/SIPC.  Advisory services offered through JPL Wealth Management Inc.,  a Registered Investment Advisers.  Insurance products are offered through JPL Financial and Insurance Services Inc.     
J K Financial Services, Inc. is NOT a registered investment adviser, and is fully independent from JPL Wealth Management Inc and JPL Financial and Insurance Services Inc.  The CFP® designation applies only to outside business activities provided by JPL Wealth Management Inc. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

All written content on this site is for information purposes only and does not constitute a complete description of our investment services or performance.  Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guarantees as to the accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.  

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