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   * Putting Your Financial House In Order
   * Annuities
   * Life Insurance
   * Why is a Trust Important?
 * Retirement Roadblocks
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   * Glossary
   * Tax Library
 * Contact Us
   

 * Home
 * About Us
   * Our Firm
   * Our Team
   * Tell A Friend
     
 * Services
   * Our Services
   * Retirement & Income Planning
   * Putting Your Financial House In Order
   * Annuities
   * Life Insurance
   * Why is a Trust Important?
 * Retirement Roadblocks
 * Resources
   * Videos
   * Calculators
   * Flipbooks
   * Newsletters
   * Articles
   * Glossary
   * Tax Library
 * Contact Us
   

► ❙❙

Putting Your Financial House in Order

Your financial future begins today.



Putting Your Financial House in Order

Your financial future begins today.




GJO FINANCIAL, LLC

196 W Ashland St Doylestown, PA 18901


PHONE:

 * (267) 209-0274


E-MAIL:

 * Gerry@GJOFinancial.com

 * 


RETIREMENT & INCOME PLANNING

What key pieces will make up your retirement income puzzle?

LEARN MORE


LIFE INSURANCE

The primary purpose of life insurance is to protect your dependents financially.

LEARN MORE


ANNUITIES

What is an annuity? It's an alternative to traditional investment vehicles.

LEARN MORE


YOUR FINANCIAL FUTURE BEGINS TODAY.

The cost of making unwise financial choices can impact your current state of
living, along with your overall goals and objectives in life. At GJO Financial,
LLC we believe in guiding our clients towards well-informed financial decisions
from which they benefit for years to come. When your financial situation isn't
balanced, it can drain your other priorities in life. We can help you coordinate
your financial resources so you can spend more of your time on what's important
to you.


AT GJO FINANCIAL, LLC WE SPECIALIZE IN:

 * Retirement & Income Planning
 * Managing risk with proper investment allocation and re-balancing assets
 * Investment advice
 * Federal Tax Planning
 * Wealth Preservation
 * Estate and Legacy Planning
 * Social Security Options and Strategies
 * Life Insurance and Long-Term Care Insurance Planning

Lasting financial freedom does not happen by accident. It takes preparation and
strategy to preserve what you've spent a lifetime building. The professionals at
GJO Financial, LLC view it as their responsibility to thoroughly understand your
dreams and goals and take a detailed approach to your financial strategy.


IS YOUR FINANCIAL HOUSE IN ORDER?

Keeping important documents and financial records organized and readily
available is one of the best gifts you can give those you love. In the event of
a catastrophe or serious illness, disability or death, having your documents
organized together will immediately provide vital, timely information to both
your family and professional advisors.

 


ASK YOURSELF THESE QUESTIONS:

 * Am I confident my retirement income planning strategy for the future will
   work?
 * If something were to happen to me tomorrow, is my family taken care of with
   life insurance?
 * Do I have a will in place to avoid conflict? How do I address estate and
   legacy planning?
 * Does my spouse/children know where my important papers and policies are?
 * Could my spouse handle our retirement strategy tomorrow – if I were no longer
   around?
 * What are my options for Social Security?


IF YOUR ANSWER IS “NO” TO ANY OF THESE QUESTIONS, YOUR FINANCIAL HOUSE MAY NOT
BE IN ORDER.

Read More

 


4 MONEY MISTAKES YOU MIGHT BE MAKING


AVOIDING THESE FOUR MONEY MISTAKES CAN HELP YOU SURVIVE, EVEN THRIVE, IN ANY
ECONOMY.

More Videos »
Transcript


NEWSLETTERS


 * TAX-LOSS HARVESTING OFFERS CHANCE AT SILVER LINING
   
   Stock market downturns can be rough on a portfolio’s bottom line, but selling
   losing investments may offer the potential to reduce an investor’s tax
   liability.


 * CREATING YOUR OWN “OPERATION LONDON BRIDGE”
   
   Queen Elizabeth II had a complex end-of-life plan, but you may also need an
   appropriate plan to help ease the burden on your family members.


 * MOST GROCERY SHOPPERS AREN’T FOOLED BY SHRINKFLATION
   
   You may have noticed products shrinking in size while prices stay the same or
   increase. This article includes tips for spotting and reducing the impact of
   this tricky strategy.


 * MEDICAL DEBT AND YOUR CREDIT REPORT
   
   This article looks at changes in the way medical debt is handled on credit
   reports and offers tips to avoid having unpaid medical bills impact credit.

More Newsletters »


CALCULATORS


 * ESTATE TAXES
   
   Use this calculator to estimate the federal estate taxes that could be due on
   your estate after you die.


 * REQUIRED MINIMUM DISTRIBUTIONS
   
   Estimate the annual required distribution from your traditional IRA or former
   employer's retirement plan after you turn age 73.


 * SAVINGS GOALS
   
   How much do you need to save each year to meet your long-term financial
   goals?


 * ROTH IRA CONVERSION
   
   This calculator can help you determine whether you should consider converting
   to a Roth IRA.

More Calculators »


Part 2A of Form ADV: Firm Brochure  |  Part 2A Appendix 1 of Form ADV: Wrap Fee
Brochure

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an
SEC Registered Investment Advisor. This site is published for residents of the
United States only. Investment Advisor Representatives may only conduct business
with residents of the states and jurisdictions in which they are properly
registered. Therefore, a response to a request for information may be delayed
until appropriate registration is obtained or exemption from registration is
determined. Not all of the services referenced on this site are available in
every state. For additional information, please contact Gerry O'Neill at
gerry@gjofinancial.com or 267-209-0274. GJO Financial, LLC does not offer legal
or tax advice. Please consult the appropriate professional regarding your
individual circumstance.

 * Privacy Policy
 * Site Map

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