Financial/Retirement/Estate Planning

Smart people think ahead. Financially successful businessmen plan for the future by hiring a financial planner. A financial planner creates a long-term profit plan aimed at maximizing the return on his client’s assets. A financial planner is an expert who is proficient at preparing financial plans which cover various aspects of personal finance.

These aspects may include:

  • cash flow management
  • education planning
  • retirement planning
  • investment planning
  • risk management
  • insurance planning
  • tax planning
  • estate planning
  • business succession planning

Let JGA’s professional financial planner analyze your finances, advise you how to generate greater returns on your assets and guide you to creating a secure financial future.

Our Services

SECURITY—We provide comprehensive coverage to help protect your financial security.
AFFORDABILITY—We underwrite based on your specific needs to help save you money.

Dental Malpractice Insurance

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Businessowners / Property Insurance

Opening up one’s own business is a large undertaking requiring m...

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Disability Insurance

It can happen suddenly when one least expects it. Illness or injury hi...

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Workers Compensation Insurance

Business owners commit much time and resources to building their busin...

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Life Insurance

Why buy life insurance? Buying life insurance can be likened to puttin...

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Financial/Retirement/Estate Planning

Smart people think ahead. Financially successful businessmen plan for ...

Read more