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!
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What can be learned from the savings rate?
Is your estate in order? This short quiz may help you assess your overall strategy.
Can you keep up with your children’s mobile slang?
Apps that help small business owners better manage and grow their business.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?