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JenStar Financial &


Insurance Services

1800 E. Lambert Rd. Suite 258
Brea, CA 92821

Phone:

Office: 714-880-7688 Cell: 626-758-0789

Fax:

714-529-8818

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to JenStar Financial

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Suggests considering life insurance for stability during uncertain markets.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains how future tax rules may impact deductibility of charitable donations.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck