Our Passion

Helping Clients Make
Wise Financial Choices!

Empowerment • Clarity • Peace of Mind

Financial Decisions Can Feel Overwhelming

Do you worry

that you might outlive your money?

Do you feel

like you’ve waited too long to implement a financial plan?

Are you unclear

as to where to start?
At JP Financial Group We Can Help…

Simplify the
Process

Provide someone
you can trust

Take the load
off your shoulders

Three Easy Steps to Financial Freedom

LISTEN

To fully understand
your needs.

PLAN

To develop a plan with
goals and action items.

EXECUTE

To put your plan in place and monitor as needed.

downloadPIC

Six Critical Reasons Women Must Plan Differently for Retirement than Men

Women, Wealth & Retirement Workshop

Held at: Queens University Sports Complex, Monday, October 18 and/or Tuesday, October 19 from 6:45 - 8:45 PM. Get expert insights on how to create a fail-proof blueprint to get retired and stay retired. 

You are registered... Check you email for details