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Women, Wisdom and Wealth Insurance Retirement Planning

 

Our Services

Our JP Financial Group we believe in empowering women to be proactive in making safe, simple and smart financial decisions.  We are commitment to three fundamental truths:  Safety First; Reasonable Rate of Return; and Keeping it Simple.  When ask our clients “understand that as women it is imperative that we gain a comfort level and learn to embrace the process of handling our money”.  The protection and longevity our family’s wealth depends on us.  We want a comprehensive approach, and to work with a financial professional who puts preservation of principal at the heart of their planning process.

~Safety comes first when working with my client’s assets.  We never risk your principal or any gains.

~ Reasonable Rate of Return – My products offer a reasonable rate of return.  Tax deferred interest credited to your account can make a significant impact on your savings.

~Easy to Understand- I present easy to understand concepts and solutions for my clients.

If these things are important to you too… and you would like to get a chance to learn more about us, take us up on a complimentary lunch or dinner by attending one of our many events.  We host fun and informative workshops where you get to meet us in a non-threatening, no obligation, and no sales environment.  If you feel that Joyce is the right lady as your safe money specialist, or has products available that fit your investment objectives, she will schedule a short meeting.  In this meeting you can learn, ask questions or develop the comfort level needed to help you reach your financial goals and dreams.

 

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