Retirement Planning and Education in Orange County

Retirement Planning and Education in Orange County Jeff Gielau, ChFC is the founder and president of Santiago Orchard Financial & Insurance Services. J

At Santiago Orchard Financial and Insurance Services, our governing philosophy is based on three foundational principles: Customer Service, Education, and Customizable Planning. Our Team is dedicated to giving you exceptional personal service because we understand that you are entrusting us with your financial future. We regularly present workshops in partnership with other financial and planning

professionals to ensure that our clients’ are informed of new and changing finance news. But most importantly, our main purpose is to assist clients in creating a financial plan that focuses on their family’s specific needs, their well-being, and goals.

06/05/2026

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

06/03/2026

The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2024, there over nearly 10,000 investing in a wide range of stocks, bonds, and other securities and instruments.1

06/03/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize.

05/22/2026

In 1964, The Rolling Stones released the hit single, “Time Is on My Side.” Who knew they were talking about personal finance? What does it mean to put time on your side? To The Rolling Stones, it was a song about confidence and patience with love. To investors, it’s about confidence and patien...

05/20/2026

In 2026, families across the United States will gain access to a new financial tool designed to enhance their children’s financial futures: the 530A account, commonly known as “Trump Accounts.” This account is specifically crafted for newborns, but it also has another, lesser-known feature. Th...

05/19/2026

The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The Dow Jones Industrial Average lost 0.17 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, declined 1.77 percent.1,2

05/06/2026

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward living a work-optional lifestyle. In....

05/06/2026

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean?

05/04/2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings.

04/20/2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade.

Address

2520 N Santiago Boulevard, Suite A
Orange, CA
92867

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17149985433

Website

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