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.
Read More
Newsletters
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.