A FULL SERVICE FINANCIAL CONSULTING FIRM
The investment climate has never been more exciting or more challenging than it is today.
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.
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
__
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.
Asset Management
We take a wholistic and custom approach to each clients financial needs. Asset Management is one of the many services that we provide to help your family obtain your goals.
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.
Is a Variable Annuity Right for Me?
Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and useful to you and your set of needs.
May 5, 2025 Weekly Market Insights
Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.
Intellectual Property Rocks in a New Digital Era
In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like ABBA, KISS, and the Beatles embraced the digital frontier. These legendary acts showcased new digitally created content, with ABBA and KISS debuting live shows featuring their digital avatars.