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Take Control of Your Financial Future withMaria 'Lulu' Ortega
Financial Agent
Your Trusted Financial Advisor – Offering Expert Advice and Real Solutions to help you reach your financial goals. Let Maria ‘Lulu’ Ortega and SFFC help you secure a better financial future.
My Services
How Can a Financial Advisor Help You?
Tax Filing
401(k) and IRA Management
Retirement Income Planning
Long-Term Goals
Investment Diversification
Asset Allocation
Estate Planning
Whole Life
Final Expense
Permanent Life
Term Life
Universal Life
Disability Insurance
Living Benefits
Debt Consolidation
Credit Counseling
Bankruptcy Assistance
Debt Settlement
Student Loan Management
Budgeting
Credit Score Improvement
Income Taxes
Filing Assistance
Tax Refunds
Extensions and Deadlines
Tax Planning
Tax Dispute Resolution
Application Support
Tax Compliance
IRS Submissions
Tax Filing with ITIN
ITIN Renewal
Documentation Assistance
Loans
Taxes
Credit
Business Plan Development
Licenses & Permits
Incorporation Services
Funding & Investors
About Lulu
Bring your finances to your life
With over 10 years of experience, I specialize in helping you plan for the future. Whether it’s Retirement Planning, Debt Management, IRS Tax Filing, or getting the right Life Insurance, I offer customized solutions to meet your needs. If you’re starting a business or looking for guidance on Trust Planning or Whole Life Insurance, I’m here to help you navigate it all and set you on the path to financial success.
Essential Steps to Financial Success with Your Advisor
0
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of people include saving in their financial goals
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%
say the rising cost of living is a barrier to reaching financial goals
Only
0
%
of Americans had a documented financial plan in 2025
How it work
Three ways to file, all backed by our Tax Return Lifetime Guarantee
We do your taxes for you
Have a tax expert do your taxes from start to finish, as soon as today.
Get expert help as you go
Have a tax expert do your taxes from start to finish, as soon as today.
File your own taxes
Have a tax expert do your taxes from start to finish, as soon as today.
FAQ
Your questions, answered
Testimonials
What people said about my service
Rated 5 out of 5 stars by everyone
Maria saved us thousands. Her expertise and professionalism are unmatched. Highly recommended!
CEO of Tech Solutions
Lulu's tax planning advice significantly reduced our taxes. Her detail-oriented approach is unparalleled.
CFO of Green Energy Corp
Maria’s financial insights improved our bottom line and ensured compliance. Truly invaluable
Director of HealthCare
Maria’s wealth management strategies transformed our financial outlook. Her tax advice is always effective
CEO Marketing Agency
Maria Lulu Ortega navigated complex tax issues effortlessly. Her clear explanations made the process stress-free.
Owner of Nancy’s Boutique
She provided clear, actionable advice that positively impacted our finances.
Owner of retail business