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.