Jason Ortiz Financial Planner, Investment Advisor Representative

02/01/2022

Happy Lunar New Year! May your year be full of vigor and good health!

01/28/2022

01/27/2022

: Get paid faster by making it easier for customers to pay you. Create invoices that offer multiple payment options, including online.

01/26/2022

If you're looking for new ways to make money in the new year, you're not alone.

I will walk you through a few different low, medium, and high-risk money-making strategies in this guide that you can implement in your life.

01/20/2022

: Create a business board of advisors. Use them as a sounding board for ideas, and to offer advice on your financial and business decisions.

01/19/2022

Take a look at this list for some fresh ideas to jump start your finances.

Ready for a fresh start? Here's your guide.

01/17/2022

Today we honor Rev. Dr. Martin Luther King, Jr. who’s timeless legacy has inspired generations.

01/13/2022

: Embrace the collective wisdom of your customers and employees. Talk to them often, and inform yourself.

01/12/2022

Investing can seem intimidating but it doesn't need to be. Take a look at these insights for tips on how to get started.

Financial planners recommend starting your investing journey with some research, then automating your investments to make things easy.

01/06/2022

: What inspired you? Share your vision and your mission with your employees, and they’ll be motivated to help you achieve it.

01/05/2022

Roth IRAs are just one way to increase your tax savings.

Tax Guy explains how to take advantage of tax-free income opportunities.

01/01/2022

May this new year be filled with success, happiness, and prosperity. Happy New Year!