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J & J Financial offers financial planning products and services for businesses and individuals that address your full continuum of needs:

For Businesses

  • Employer-sponsored retirement plans
  • Employee and key employee retirement planning
  • Actuarial consulting (i.e. vetting insurance plans)
  • Life insurance products for employees
  • Business disability insurance products
  • Organizational succession planning
  • Risk management

For Individuals and Family

  • Retirement plans for individuals
  • Inter-generational wealth transfers
  • Retirement plan rollovers
  • College savings plans
  • Life insurance protection
  • Estate planning
  • Risk management

Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider - such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (570) 275-9144