financially-yours.com financially-yours.com

FINANCIALLY-YOURS.COM

Financially Yours Advisory Services

We come along in your journey of life and help organize your finances. This includes tax, business, & estate planning. We work primarily with young professionals (physicians, optometrists, dentists, attorneys, etc.) and their families.

http://www.financially-yours.com/

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CONTACTS AT FINANCIALLY-YOURS.COM

Financially Yours Advisory Services

Donna Lea

1835 W. O●●●●●●●●●Ave. #102

Or●●ge , California, 92868

United States

1.71●●●●9085
1.71●●●●9722
do●●●@financially-yours.com

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Financially Yours Advisory Services

Donna Lea

1835 W. O●●●●●●●●●Ave. #102

Or●●ge , California, 92868

United States

1.71●●●●9085
1.71●●●●9722
do●●●@financially-yours.com

View this contact

Financially Yours Advisory Services

Donna Lea

1835 W. O●●●●●●●●●Ave. #102

Or●●ge , California, 92868

United States

1.71●●●●9085
1.71●●●●9722
do●●●@financially-yours.com

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We come along in your journey of life and help organize your finances. This includes tax, business, & estate planning. We work primarily with young professionals (physicians, optometrists, dentists, attorneys, etc.) and their families.
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Financially Yours Advisory Services | financially-yours.com Reviews

https://financially-yours.com

We come along in your journey of life and help organize your finances. This includes tax, business, & estate planning. We work primarily with young professionals (physicians, optometrists, dentists, attorneys, etc.) and their families.

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1

Financially Yours Advisory Services

http://www.financially-yours.com/market_watch/markets_at_a_glance

1420 East Chapman Ave. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 1420 East Chapman Ave. Percent Difference (when noted with %) otherwise Last Price. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Markets at a Glance. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

2

Tax Library : Financially Yours Advisory Services

http://www.financially-yours.com/learning_center/tax_library

1420 East Chapman Ave. Markets at a Glance. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. View key dates for the upcoming tax season. Educate yourself on tax-advantaged investing. 1420 East Chapman Ave. Enter stock ticker symbol:. Securi...

3

Financially Yours Advisory Services

http://www.financially-yours.com/learning_center/newsletters

1420 East Chapman Ave. Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? HOT TOPIC: Equity Crowdfunding: Why Investors Should Tread Carefully. An overview of how the crowdfunding process works, the rules, and the risks associated with investing in start-ups.

4

Featured Links : Financially Yours Advisory Services

http://www.financially-yours.com/featured_links.cfm

1420 East Chapman Ave. Markets at a Glance. Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. Online access to your account. Snapshot of your current holdings with ALL companies. A great resource for going through a divorce. Certified Financial Planner Board. Consumer Credit Counseling Service. Did you know that you can get a free credit report. Ever wonder how resourceful a non-profit organization is? Looking for a good student loan rate? Securities ...

5

Financially Yours Advisory Services

http://www.financially-yours.com/learning_center/glossary

1420 East Chapman Ave. Markets at a Glance. Click any letter (A-Z) to jump to the corresponding section of the alphabetically-ordered glossary list. To search the glossary, enter a term to search for, then click the Search icon. Enter term to search for:. Adjusted Gross Income (AGI). An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. A person appointed by the court to settle an estate when there is no will.

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Financially Yours Advisory Services

1420 East Chapman Ave. 714633.2727 and 714.704.9085. Markets at a Glance. As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs. Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools:. 1 A clear understanding of their goals. 2 A well-defined road map to help achieve those goals. 3 Ongoing personalized advice to adjust their roadmap when needs change.

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