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At JP Financial Group, we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

The Women’s Guide To Retirement Planning

Know Your Unique Needs

Women face unique challenges and opportunities when it comes to retirement. This guide explores the key issues, from longer life expectancy and long-term care planning to Social Security strategies and spousal benefits. It also highlights the importance of setting clear financial goals and taking ownership of your financial future. Because a confident retirement starts with a strategy truly made for you.

The Long-Term Care Guide

A Short Introduction to Long-Term Care

Long-term care is one of the biggest threats to your retirement savings—and it’s often overlooked until it’s too late. This guide explains why Medicare isn’t enough and how to build a smart, proactive plan to protect your health, your family, and your financial future. Peace of mind starts with preparation.

Tax Planning Guide

Work to Reduce Your Taxes In This Year and The Future

Most retirees don’t realize how much in unnecessary taxes they could be paying—until it’s too late. This guide reveals how smart tax strategies can help you keep more of your retirement income and help prevent taxation from affecting your financial foundation.

Evaluate Your Advisor

Strategies To Help Make The Switch

If your financial advisor isn’t meeting your needs, it might be time for a change. This guide highlights the warning signs it’s time to switch, like lack of communication or strategies that don’t match your needs, and walks you through the steps to make the transition smooth. Stepping away from your old advisor can be easier than you think—and we’re here to help every step of the way.

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