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 we believe in guiding our clients so they make well-informed financial decisions that continue to benefit them for years to come.
It is our passion to fully guide our clients on all the options that are available and provide the guidance and ongoing support needed to help them choose an appropriate strategy to potentially help them through each phase in their life.
When your financial situation isn't balanced, it can drain your other priorities in life. Our goal is to help you coordinate your financial resources so you can spend more of your time on what's important to you.
Our goal is to help improve our clients' lives and this goal is at the forefront of everything we do, and the relationship goes above and beyond business. We look out for our clients financially, while also caring for them as individuals, so they can have the reassurance that they’ve made thoughtful financial choices.
Lifelong financial guidance
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 view it as their responsibility to thoroughly understand your dreams and goals and take a detailed approach to your financial strategy.
|Retirement income planning strategies||Long-Term Care insurance|
|Wealth preservation||Estate & legacy planning strategies|
To learn how you can take control of your finances, schedule your complimentary, no-obligation financial review today.
**Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries These guarantees are backed
by the financial strength and claims paying ability of the
issuing insurance company. Annuities frequently involve
substantial charges such as administrative fees, annual
contract fees, mortality and risk expense charges and
surrender charges. Early withdrawals may impact annuity
cash values and death benefits. Withdrawals may be subject
to ordinary income tax. An additional 10% federal tax penalty
may apply to withdrawals prior to age 59 ½