A FULL SERVICE FINANCIAL CONSULTING FIRM
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Upcoming Events
At Santiago Orchard Financial and Insurance Services we believe that education is key to helping our clients and community start on the path to financial success.
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Blog
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family.
Contact US
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.
Santiago Orchard Financial & Insurance
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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.
Financial Planning
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!
Recent Posts
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.
Tax Deductions You Won’t Believe
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity.
July 15, 2024 Weekly Market Insights
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.