Broker Check

210 Broadway
Suite 107
Lynnfield, MA 01940

JGM Financial

781.586.0901

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Welcome To JGM Financial

Advice You Can Trust



Company

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 Commitment

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 Principle

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 info@jgmfinancial.net, or 781.586.0901.

Helpful Content

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How Much Do I Need To Retire?

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

 

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

View all articles arrow

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

View all calculators arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow