Jon Lugo

These spring sales can help you save this month.

Depending on your situation, it could save you thousands of dollars. Let’s connect about how this might affect your financial plan.

While it costs more, there may be some upside.

If you spent the last year working remotely and have questions about how that impacts your finances, give me a call.

It’s always good to check in on your financial plan as your family grows.

We could all use some creative ideas for having fun at home.

Buying a home is one of the biggest financial decisions you’ll make. Let’s talk if it’s on your radar.

If you’re ready to spring forward and save some money, here are the deals to look for this month.

If you're looking to better your finances, give us a call.

If you’re planning to get married this year, let’s talk about how to start you and your partner off on the right financial foot.

If you have questions about how different types of insurance fit into your financial plan, we can help.

No job offers guaranteed safety, but some industries tend to be more resilient than others.

Getting on the same financial page as your partner can help you reach your goals.

Darth Vader’s first trip to the @sandiegozoo for their Halloween nighttime adventures! . . . @baby_x_lugo @jondlugo #zoo #halloween #darthvader #costume #family #fun #xlugofamilyx

Celebrating my Queen’s birthday @selannesteak tonight with the One and Only @bartzandbergen !!! What a night! (Thank you Nigel!) . . . . #birthday #datenight #wifey #family #xlugofamilyx

These moments in time can help your kids build a solid foundation around money.

Please reach out if you’d like to discuss either of these repayment strategies.

It’s worth your time (and money) to thoroughly review your options.

If you’re a small business owner looking to create a financial plan, give us a call.

The online holiday deals season is unofficially kicking off this month.

Thank you to everyone who came to help make @baby_x_lugo ‘s 5th birthday his BEST EVER! . . . @jondlugo @andrewnikeli @dougvenanzi @eirvenanzi @bartzandbergen @nickroshdiehgroup @mamaruns6 @m3adrid @prhertz @ryanseibel @cyrusk369 @lumberjacknick @monte_livingston @brennabrowdown @kaydenelise @elisetheresediaz @parisrebeil @alexfadil @dr.scottcollie @genymom @uncleweewee @ewarbrick #starwars #starwarsparty #starwarsbirthdayparty #theforce #5thbirthday #darthvader #lukeskywalker #lightsaber #friends #family #fun #cake @nothingbundtcakes @dahangwear #love #memories #shotoniphone @playosmo #osmomobile3 #lagunahills #california #oc #party #t1dfamily #t1dkid @jdrfsocal_oc @jdrf_dreamguild

Test your knowledge to see how much you know.

If you need help with your retirement planning, give us a call.

If this is on your mind right now, let’s take a look at your financial plan together.

Getting ready to get back into the workforce? Let’s talk about how this affects your financial plan.

If you need help with your family’s financial plan, we’re here to help.