Your financial future begins today.
The cost of making unwise financial choices can impact your current state of living, along with your overall goals and objectives in life. At GJO Financial, LLC we believe in guiding our clients towards well-informed financial decisions from which they benefit for years to come. When your financial situation isn't balanced, it can drain your other priorities in life. We can help you coordinate your financial resources so you can spend more of your time on what's important to you.
At GJO Financial, LLC we specialize in:
- Life Insurance Planning
- Retirement Planning
- College Planning
- Estate Planning and Preservation
- Small Business Solutions
- Getting your Financial House in Order
Lasting financial freedom does not happen by accident. It takes preparation and strategy to preserve what you've spent a lifetime building. The professionals at GJO Financial, LLC view it as their responsibility to thoroughly understand your dreams and goals and take a detailed approach to your financial strategy.
Is your financial house in order?
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of a catastrophe or serious illness, disability or death, having your documents organized together will immediately provide vital, timely information to both your family and professional advisors.
Ask yourself these questions:
- Am I confident my retirement income planning strategy for the future will work?
- If something were to happen to me tomorrow, is my family taken care of with life insurance?
- Do I have a will in place to avoid conflict? How do I address estate and legacy planning?
- Does my spouse/children know where my important papers and policies are?
- Could my spouse handle our retirement strategy tomorrow – if I were no longer around?
- What are my options for Social Security?
If your answer is “no” to any of these questions, your financial house may not be in order.
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Newsletters
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Accumulation
Estimate the future value of your current savings.
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Lease Payment
How much would your monthly lease payment be?