Visit our Learning CenterJPJ Financial Consultants are Registered Representatives of and offer securities products and services through INVEST Financial Corporation, member FINRA/SIPC.   JPJ Financial is committed to helping you plan for your future with our dedication to teamwork and preparation.

TEAMWORK. Investment planning requires teamwork. In order to address your financial needs, we work with you and professional advisors (attorneys, accountants, etc.) to help ensure that a comprehensive, cohesive, and coordinated strategy is followed to help increase the benefits to you.

PREPARATION. Unless you invest wisely, changes in inflation, interest rates, and tax laws may reduce your assets. We will address the broader market trends that impact your portfolio and adjust our strategies as the environment requires. At JPJ INVESTMENTS, through the use of modern computerized techniques, we assist you in matching your goals and concerns with investment products that are consistent with your financial goals and objectives.

SUCCESS. A successful financial program is your framework for sound decision making. Our financial evaluation program analyzes your financial data, cash flow, and personal goals and objectives. We'll identify problem areas and present strategies to enhance your tax, income, retirement and estate planning. Continuing consultation is provided to ensure that your investment program is always on track with your short and long-term goals. We also offer a comparison of your current portfolio versus our recommended portfolio.

 

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his other state securities law administrator.

 

 

INVEST Financial Corporation
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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