JPL Financial and Insurance Service Inc.
Lily Ho, CFP®
Lily’s journey into finance was deeply influenced by her personal experiences. Lily is also fluent in Mandarin, Cantonese, and Hakka.
With 20+ years of experience, we provide tailored strategies to help you plan for retirement, manage risk, save for education, build wealth and create a legacy, all with resources to support your long-term success. After losing her father at the age of 14, she witnessed her mother’s strength and resilience as a single parent. Motivated to make a positive impact, Lily began her career in finance wh
06/24/2026
Could Alternative Investments Help Stabilize Your Portfolio When Traditional Assets Falter? Are alternative investments an option for you?
06/23/2026
Billionaires Are Fighting Their Heirs for Control Beyond the Grave Wealthy business owners are setting up trusts to shape the future of their empires after they die, leading to bitter court battles.
06/22/2026
Three Ways to Increase Your Confidence About Spending Savings in Retirement Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.
06/21/2026
Why Consumers Don’t Buy Life Annuities and What Can Be Done About It An all-star team of retirement experts explains why life annuities are so valuable for older adults, yet so disliked by consumers. And they suggest what to do about it.
06/20/2026
America’s ‘other’ economy tells a different growth story The distance between the exuberant, investment-led tech economy and the cut-throat, consumption-led “other” economy is widening. Keep an eye on both.
06/20/2026
A millennial who's saved enough to take 'mini retirements' shares the mindset shift anyone can use to build wealth Steve Antonioni coined "Camp FIRE," a mini version of the financial independence movement. It involves saving a 'war chest" to allow yourself flexibility to make a career change or take a break. His money-saving advice is to treat your personal life like a business, viewing savings as profit.
Your AI Investments Look Great on Paper — But These 3 Hidden Costs Tell a Different Story Most enterprise AI ROI calculations are dangerously inaccurate — ignoring the hidden costs that quietly erode the productivity gains that vendors promise.
06/18/2026
Can the stockmarket swallow Anthropic, SpaceX and OpenAI? Watch out for indigestion.
06/17/2026
What to Expect for the Stock Market's Last 6 Months of 2026 Looking for the stock market outlook for the last half of 2026? See what you should consider through the end of the year to be prepared.
06/16/2026
Is It Time to Declare Your Financial Independence? Financial independence is freedom from the financial obstacles that are keeping you from living life on your own terms.
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Austin, TX
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |