Welcome to our new and improved website! We have tried to make our site a little different from other websites that focus mostly on telling you how great they are. I guess that’s one of the things websites are for, but I also think websites should be educational and fun. If it’s educational, people might gain something from being here, and if its fun, people might spend more time here (I hope you’ll check out the (“Resources “tab, which will hopefully engage you too.)
I started JP Financial Group, LLC with the idea of helping women with the financial questions that most have. Will I run out of money in retirement? Am I making the right rollover choices? Can you help me reduce my taxes? As a safe money specialist and financial educator, I will help you discover ways to protect your assets, increase your retirement income, reduce your taxes and eliminate confusion.
At JP Financial Group, having fun and keeping the environment non-threatening is important. We do this in our workshops, dinner seminars and client events… including our signature “Women, Wisdom, and Wealth~Why Not! Seminar. Attendees often say our seminars are “fun engaging and pampering events”. The events not only provide an education forum, but a social network and emotional connector for you and other women.
JP Financial Group has the support and resources of numerous competitive financial carriers offering the industries’ strongest fixed and index annuities, life insurance, long-term care insurance, and Medicare supplements. We have a result driven cash flow management program that allows s us to address all of the facets of a strong wealth building plan. We partner with top notch marketing and administrative support organizations allowing JP Financial Group the opportunity to do what we enjoy most, developing intimate relationships, listening and responding to your needs and discovering your unique desires and motivations for financial peace of mind.
Unlike many advisors, our focus is not on the product or the market volatility but instead, we help you understand “Why”… why you do what you do, why you work, why you save money, why you provide for your children, take care of your parents, support your husband, build businesses, and provide services to the community. Next, we help you, our client; understand “How”… how to accomplish your financial goals and dreams.
JP Financial Group looks forward to establishing and cultivating a long-term relationship with you and your family.