At JPJ Investments, we help you develop a strategy based upon common sense, experience and computer modeling. We then work with you to arrange a schedule for implementing your personalized plan. We have access to virtually all of the major markets and financial products to make your program a success.

Implementation:

A financial plan is useless without putting it into action.

The JPJ Commitment

We are here to assist you every step of the way on the road to FINANCIAL INDEPENDENCE. Everything from our initial meeting to our ongoing monitoring system is designed to assure that we will be available to meet your financial needs.

JPJ's professionals have over 40 years combined financial experience with the following professional designations and qualifications respectively:

FINANCIAL SERVICES

JPJ can offer the services of a CERTIFIED FINANCIAL PLANNER. CFP' A professional designation which subscribes to a code of ethics and standards of practice through the Certified Financial Planners Board of Standards, Inc

SECURITIES AND INVESTMENT SERVICES

Securities Registrations are through LPL Financial. JPJ has access to nationally recognized Money Managers, Asset Allocation Services, No-Load Mutual Funds, and Fee-Based Management.

JPJ INVESTMENTS represents clients in 16 states across the U.S.A. We pledge to you the highest ethical standards and dedication to excellence through customized product selection, independent research, and professional designations.

INVESTMENT PRODUCTS AND SERVICES OFFERED THROUGH LPL FINANCIAL MEMBER FINRA/SIPC

• Stocks and Bonds
• Certificates of Deposit
• Tax-Free Municipal Bonds Mutual Funds
• Money Market Funds
• Financial Consulting
• Fee-Based Accounts through LPL Financial a registered Investment Advisor
• Qualified Retirement Planning:

401(K) Plans

Defined Benefit Plans

Profit Sharing

Money Purchase

• Self Directed IRA's
• Unit Investment Trusts
• Trust Services through LPL Financial

FINANCIAL SERVICES OFFERED THROUGH JPJ INVESTMENTS

• Estate Planning Strategies
• Group and Individual Life, and Disability Insurance
• Charitable Giving Trusts - coordinated with local professional attorneys

COMPLIMENTARY SERVICES INCLUDE

• College Fund Analysis
• Life Insurance Analysis
• Retirement Payout Analysis
• Investment/Asset Allocation Review
• Investment/Retirement Reviews for Business, Civic. Church, and Fraternal Organizations

"We can also arrange for a fee-based relationship through. LPL Financial, a Registered Investment Advisor. We'll agree upon a fee structure to manage your account and build a portfolio from no load funds, stocks, bonds, variable annuities, ETF's and insurance.

Through LPL Financial offers a comprehensive financial planning program which compiles your personal information to help you make the investment decisions with which you'll be comfortable. As separate Registered Representatives of LPL Financial, a registered broker dealer, we are compensated by commissions on investment transactions through our broker/dealer.