Welcome to JPV Financial
JPV Financial is a financial services firm located in Gurnee, 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!
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Don’t overlook the need for renter’s insurance if you rent your home.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to understand how inflation is reported and how it can affect investments.
Read this overview to learn how financial advisors are compensated.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.