Financial Planning

Contrary to popular belief, you don't have to be rich to afford good financial planning services.


Every household and individual is different, but at somepoint everyone will need financial planning advice.

Asset Management
Areas of Practice


Life Insuranc​e


College Education Plans

Long Term Care​


Social Security Options​


​Managed Accounts

Inheritance Strategies

Charitable Planning


Retirement Planning

Insurance Services

We take a wholistic and custom approach to each clients financial needs. Asset Management is one of the many services that we provide to help your family obtain your goals. 

Making sure your family is protected if the unthinkable happens. We determine the correct amount needed to help your loved ones after you're gone. 

In an effort to best serve our clients and our community we hold educational workshops on a regular basis on financial planning. We also partner with other professionals to bring you the most up to date services.

My husband and I met Jeff at one of his workshops in Orange County. After signing up for a free appointment we became clients. It has been several years and we could not be happier with our decision. Thanks Jeff!

Teresa Wilkins

Educational Workshops

© 2016 Santiago Orchard Financial and Insurance Services

Santiago Orchard Financial & Insurance Services

Tel: 714-998-5433

Fax: 714-998-1007
Web Address​​​​​​:

2582 N. Santiago Blvd

Suite A

Orange, CA 92867

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Securities offered through Fortune Financial Services, Inc. Santiago Orchard Financial & Insurance and Fortune Financial Services are separate entities.  Member FINRA/SIPC
3582 Brodhead Road Suite 202 Monaca, PA 15061    724-846-2488
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