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25419 Altos Drive
Valencia, CA 91355
(661) 259-2344

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Welcome to Jolley Financial Group

One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture, someone who can help you define your life goals, establish an accurate financial plan, provide strategies focused on your needs, and most importantly - help you stay on track!

Take the first step to starting a new partnership with Jolley Financial Group today.

Helpful Content

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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