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1445 E. Los Angeles Avenue #114
Simi Valley, CA 93065

LJR Tax, Financial & Insurance Services

(805) 304-7323

 

We Take the Time to do it Right; Because it's the Right Thing for you!


Welcome to LJR Financial

where you can find a wealth of information concerning :

  • Understanding how the Tax Law Changes Affect You
  • Income Tax tips and Organizers
  • How to plan for and achieve your financial goals
  • The Art of Budgeting
  • Newsletter articles
  • Calculators
  • Research reports

And  much more.  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,  wealth preservation, and Income Tax preparation.  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.


             



*These services offered by James Lee through his affiliation with HD Vest Investment ServicesSM, Member SIPC, and HD Vest Advisory ServicesSM.