Juloya Financial Services

Helping You Achieve a Brighter Future

The American Dream.

What does the phrase mean to you?

For many, it means working hard to attain prosperity. However, hard work is hardly enough to ensure success and prosperity. It is simply the engine that keeps your machine running. More importantly, you should have a genuine understanding of your future goals and dreams relative to money. At Juloya Financial Services, we help you realize these goals and provide you with the proper investment options to complement your hard work. We believe hard work is the backbone and lifeblood of the American Dream so we work hard for you, so you can grasp your own version of it.

I want to share my story of the American Dream. My parents came to the United States in 1980 with only $3,000 in the bank but with a lot of determination to put their 3 kids through college and provide them with the tools to lead meaningful lives. 30 years later, they're retiring. I owe tremendous gratitude to them for their strong work ethic and generosity. I pray to God that he will give me the courage and strength to carry on the torch for the next generation.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

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