FS2 Financial Services

FS2 Financial Services Proverbs 13:22: “A good man leaves an inheritance to his children's children.” Securities and advisory services offered through Madison Avenue Securities, LLC.

(“MAS”), Member FINRA & SIPC, and a Registered Investment Advisor. FS2 Financial Services and MAS are not affiliated entities.

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affectin...
06/17/2026

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

Another wonderful couple of days serving our community! 📚🙌At the end of May, Jonathan and the Finish Strong team had the...
06/11/2026

Another wonderful couple of days serving our community! 📚🙌

At the end of May, Jonathan and the Finish Strong team had the privilege of teaching our popular “Taxes in Retirement 567” classes at the Walnut Library. We are incredibly thankful for the many individuals and families who took the time to attend and learn strategies that can help them navigate retirement with greater confidence.

The “567” represents the 567 sections of the U.S. tax code, highlighting the importance of understanding how taxes may impact retirement income and long-term financial planning.

One of the greatest blessings of what we do is having the opportunity to educate, encourage, and help people make informed decisions about their financial future. While continuing to serve clients in the office, Jonathan remains committed to bringing valuable educational resources directly into the communities we serve.

Thank you again to everyone who joined us. We look forward to returning soon and sharing even more educational opportunities, including upcoming estate planning classes.

“I have fought the good fight, I have finished the race, I have kept the faith.”
— 2 Timothy 4:7

📖✨

Did you know that millions of Americans are considered credit invisible? This means they do not have enough credit histo...
06/11/2026

Did you know that millions of Americans are considered credit invisible? This means they do not have enough credit history to generate a credit score. Without an established credit profile, everyday financial goals, from financing a vehicle to securing housing, can become more complicated than expected. Swipe to learn more.

We hope you found this overview helpful. If you have questions about your broader financial plan, contact us. We are here to help you align today’s decisions with tomorrow’s goals.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/09/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

🇺🇸 Memorial Day 🇺🇸Today, we pause to remember and honor the brave men and women who gave their lives for our freedom. Th...
05/25/2026

🇺🇸 Memorial Day 🇺🇸

Today, we pause to remember and honor the brave men and women who gave their lives for our freedom. Their sacrifice reminds us that liberty is never free.

As we spend time with family and loved ones, may we never forget those who courageously served and paid the ultimate price for this nation.

“Greater love has no one than this: to lay down one’s life for one’s friends.”
— John 15:13

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/21/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/19/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/14/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going.

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you.

Another incredible couple of days for the Finish Strong team! 🙌Last week, Jonathan and the Finish Strong team had the pr...
05/13/2026

Another incredible couple of days for the Finish Strong team! 🙌

Last week, Jonathan and the Finish Strong team had the privilege of teaching our “Taxes in Retirement 567” classes in the City of Upland — and the response from the community was truly a blessing.

The “567” represents the 567 sections of the U.S. tax code, reminding us just how important wisdom and proper planning are when preparing for retirement.

Even while continuing to serve families in the office, Jonathan remains passionate about educating and empowering the community. We’re grateful for everyone who attended and excited to return soon — with estate planning classes coming in the near future.

“I have fought the good fight, I have finished the race, I have kept the faith.”— 2 Timothy 4:7

📚✨

Address

14748 Pipeline Avenue, Suite G
Chino Hills, CA
91709

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19095303050

Website

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