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!
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The uncertainties we face in retirement can erode our sense of confidence.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are things about Social Security that might surprise you.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?
Women must be ready to spend, on average, more years in retirement than men.
When do you need a will? The answer is easy: Right Now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.