Welcome to JPV Financial
JPV Financial is a financial services firm located in Grayslake, IL. At JPV Financial, we understand today’s world of financial planning can be confusing, complex and filled with uncertainty. This is why our mission is to,
"Create unique financial plans that address our clients’ specific goals and objectives in order to help them live their lives by design and not by default."
We do this by addressing the five key areas of a comprehensive financial plan: Investments, Insurance, Estate Planning, Taxes and Cash Flow. At JPV Financial, we believe that having a well-thought-out financial plan will better prepare our clients for the challenges that lie ahead.
We look forward to helping you plan for your financial future!
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Four vacation destinations you might never have thought of.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tips on insuring your teen driver.
To choose a plan, it’s important to ask yourself four key questions.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women must be ready to spend, on average, more years in retirement than men.
A special needs trust helps care for a special needs child when you’re gone.