Benefits

JG Financial provides its clients with a level of customer service other consultants only talk about.

Our only loyalty is to you. We take your telephone calls, answer your questions, and meet with you at regular intervals. You will have access to all the information you need to determine if your investments are meeting your retirement objectives.

Be sure to ask us about our other free and optional services such as tax preparation and the DocuBank service for storing all of your important documents from living wills and healthcare power of attorney (POA) forms to HIPAA release forms, and more…