Broker Check
  • 847-257-1221
  • 135 N Greenleaf St Ste 230
  • Gurnee, IL 60031
Why JPV Financial: Our Team: Retirement Planning:

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!

Helpful Content

What Our Kids Can Teach us About Saving Money

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

You May Need to Make Estimated Tax Payments If…

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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.


Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator will help determine whether you should invest funds or pay down debt.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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