Welcome To JGM Financial
Advice You Can Trust
JGM Financial was founded with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. JGM Financial provides a full range of financial services. We will conduct a thorough assessment of your current financial standing as well as help you achieve your financial goals.
Our Staff consists of experienced professionals with a :hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our Company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us at email@example.com, or 781.586.0901.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
An inside look at how marginal income tax brackets work.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
To choose a plan, it’s important to ask yourself four key questions.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that vacation home, you invested the money?