Skip to main content
Utility Navigation
Log in
Let's connect
Schedule a meeting
Jake Trujillo
Financial Advisor
|
MBA
505-570-9350
18575 Jamboree Rd Suite 400, Irvine, CA 92612
Home
About Me
My Team
Planning
Products & Services
Resources
Small Business
How much do I need to start my business?
Should I buy or lease equipment?
What term of loan should I choose?
What is my business worth today?
Insurance
How much life insurance do I need?
Long-Term Care Cost Calculator
Disability Income Calculator
Life Insurance Calculator
Retirement Income Calculator
Boost your financial knowledge.
article
Tariffs Add Another Challenge for Investors to Consider
Learn more
article
What Is Final Expense Insurance?
Learn more
article
How to Choose a Wealth Manager
Learn more
IRA
Should I convert my IRA into a Roth IRA?
How much may I contribute to an IRA?
Which will provide the most retirement income?
How will changes in my tax rate affect my decision?
What option is best for estate planning?
When should I begin saving?
Savings
What will it take to become a millionaire?
How much will my savings be worth?
What will it take to save for a vehicle, home, etc.?
How much difference will the rate make?
Which is better: cash or payments?
How will taxes and inflation affect my savings?
