Women’s Retirement Planning
JP Financial Group
JP Financial Group LLC: We architect fortified retirement plans to guarantee your essential income for life. While our partner, JPFG Wealth Management (RIA), grows your wealth, we build an unshakable, insured foundation, protecting you from market risk.
We solve the #1 retirement fear: running out of money. We offer a superior, two-pillar solution:
- Our Foundation of Certainty: We design personalized, insurance-backed income plans for a reliable, predictable, and guaranteed paycheck.
- Our Engine for Growth: Our RIA then strategically manages your investment portfolio for growth and legacy goals.
This “Protected Prosperity” provides unshakable certainty, absolute security from market risk, and empowered confidence. We are not just advisors; we are retirement income architects, specializing in building sustainable income you cannot outlive. Ready for lifelong confidence?
Let’s build that plan!
Your Journey to a Confident Retirement
Retirement Her Way
At JP Financial Group, we understand that every woman’s path to retirement is deeply personal. That’s why we follow a proven process: Ladies Lane to Retirement. Designed to create a clear, principle-driven financial plan that evolves with you.
Whether you’re years away from retirement or already there, our approach helps you make smart, informed decisions with the support of a team that prioritizes transparency, trust, and education. We take the time to listen, understand your values, and design an income plan that reflects your lifestyle and long-term vision.
Because at JP Financial Group, we’re not just planning for retirement, we’re helping create financial legacies for ladies.
Lifetime Cash Flow Modeling
We design personalized lifetime income strategies that account for career breaks, caregiving years, longer lifespans, and retirement transitions. Our modeling helps ensure your money lasts as long as you do—while still aligning with your lifestyle and values. We also guide you through Social Security optimization and pension elections for a clear, confident path forward.
Divorce & Widowhood Preparedness
Life transitions like divorce or the loss of a spouse can be emotionally and financially overwhelming. We specialize in helping women navigate these changes with structured, principle-based planning tailored to your new financial reality. From asset division to income rebalancing, you won’t face it alone.
Get Support for Life’s Pivots
Executive Women & Sudden Wealth Planning
Whether you’re managing equity compensation, inheritance, or a major financial windfall, we help you make strategic, long-term decisions. We provide clarity around tax impact, cash flow, and legacy planning—empowering you to take control with confidence. Our process is grounded in discretion, experience, and your goals.
Plan with Power and Purpose
Investment & Money Management
Your investment strategy should reflect your goals, values, and timeline—not just market performance. We provide disciplined, research-backed investment management alongside cash flow planning that helps your money work harder and smarter. Whether you’re building wealth or preserving it, we’re with you at every stage.
Grow with Intention
Tax-Smart Planning
Proactive tax planning is essential to protecting your income and wealth—especially in retirement. We help you structure withdrawals, optimize account types, and reduce taxable events with forward-looking strategies. Our planning ensures more of your money stays with you and your loved ones.
Reduce Your Retirement Tax Burden
Protection & Long-Term Care Planning
We review your insurance needs—including life, long-term care, and annuity options—to help safeguard your financial future. As you age, the right protection strategies can offer peace of mind and reduce future burdens on family. We tailor coverage recommendations to your current lifestyle and evolving needs.
Protect What Matters Most
Estate & Lifestyle Planning
Your financial plan should support the life you want today—and the legacy you leave behind. We help you align your estate documents, charitable goals, and lifestyle choices with a broader wealth strategy. Because true planning is about both enjoying the journey and preparing for what’s next.
Plan for Life and Legacy
Wealth Management
JPFG Wealth Management, our affiliated RIA, is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that to achieve those goals, you must first have a plan. Specifically, a financial roadmap.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Helping Create Financial Legacies For Ladies
The Proactive Women’s Podcast
Retirement Resources
Download Our Complimentary Guide
Women’s Retirement Planning Guide
Know Your Unique Retirement Planning Needs
Women face unique challenges and opportunities when it comes to retirement. This guide explores the key issues, from longer life expectancy and long-term care planning to Social Security strategies and spousal benefits. It also highlights the importance of setting clear financial goals and taking ownership of your financial future. Because a confident retirement starts with a strategy truly made for you.
