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

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

View all articles arrow

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

View all calculators arrow

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos arrow