J.G.Hendricks Financial Services, LLC

JIM HENDRICKS, CFP®

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 



I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.

QUALIFICATIONS

My entire career has been devoted to finance, beginning as a CPA out of Northern Illinois University in 1994. I have held positions as an accountant, financial analyst, treasury specialist, and controller before beginning to serve the public as a Financial Advisor. My career as an advisor began with better than two years at a large brokerage firm. When I started my own company, it allowed me greater flexibility and independence in meeting my vision and my mission for my practice.  I obtained my Certified Financial Planner practitioner designation in 2007.

I am an Endorsed Local Provider for "The Dave Ramsey Show", a nationally syndicated radio talk show that focuses on personal and family financial matters. To learn more, please visit the Dave Ramsey Show website:

daveramsey.com/radio/home





I am licensed to work with clients who reside in IL,WI, MI, OH, IN, KY, TN, TX, WA, MS, FL, GA, CO, NC, and CA
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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