A FULL SERVICE FINANCIAL CONSULTING FIRMThe investment climate has never been more exciting or more challenging than it is today.
Santiago Orchard Financial & Insurance
At Santiago Orchard Financial and Insurance Services, our governing philosophy is based on three foundational principles: Customer Service, Education, and Customizable Planning. Our Team is dedicated to giving you exceptional personal service because we understand that you are entrusting us with your financial future.
Contrary to popular belief, you don’t have to be rich to afford good financial planning services. Every household and individual is different, but at somepoint everyone will need financial planning advice.
My husband and I met Jeff at one of his workshops in Orange County. After signing up for a free appointment we became clients. It has been several years and we could not be happier with our decision. Thanks Jeff!
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Stocks extended their January retreat as worries over inflation and rising bond yields continued to exert downward pressure on prices.
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.