JL Financial & Insurance Solutions

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JL Financial & Insurance Solutions Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

100 Professional Center Dr. Suite 104, Rohnert Park CA 94928. (707)400-4359

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Neither JL Financial & Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. JL Financial & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. My California Insurance license number is

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may ...
09/29/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
09/28/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
09/27/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other ta...
09/27/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this...
09/26/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.
09/26/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
09/25/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more pr...
09/24/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices...
09/24/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertaint...
09/23/2026

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertainty for your family and business!

Address

100 Professional Center Drive Suite 104
Rohnert Park, CA
94928

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 12pm
Friday 8am - 5pm

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