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  • About Us
    • Why Jooha?
    • Meet Our Team
    • Meet The Nautilus Group
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  • Our Expertise
    • Services for Medical Professionals
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    • Services for Families
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Services for Families

Jooha Financial provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.

Disability and Extended
Care Needs

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

Our Location


2400 East Katella Ave, Suite 800
Anaheim, CA 92806

Get in Touch


Office: 714.255.7132
Fax: 714.255.5193

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New York Life
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Disclosure

Insun Song is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G16523), FL, GA, ID, IL, MA, MD, MI, MN, MO, NJ, NV, NY, OR, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Insun Song is licensed and authorized to offer insurance in California, but Jooha Financial & Insurance Services Inc may not be. For additional information on California licensure status, please click here.

Insun Song is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-255-7132. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, ID, IL, MA, MD, MI, MN, NJ, NV, NY, OK, OR, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Insun Song is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Jooha Financial & Insurance Services Inc is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Jooha Financial & Insurance Services Inc nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Jooha Financial & Insurance Services Inc Logo
  • About Us
    • Why Jooha?
    • Meet Our Team
    • Meet The Nautilus Group
    • Our Strategic Alliances
    • Our Process
  • Our Expertise
    • Services for Medical Professionals
    • Services for Businesses
    • Services for Families
    • Insurance & Annuities
    • Special Needs Planning
    • Income Tax Strategies
    • Life plan for your business®
  • Learning Center
    • Navigator Newsletter
    • Topical Videos
    • Calculators
    • Helpful Links
  • Location and Contact

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