J.G.Hendricks Financial Services, LLC

JIM HENDRICKS

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.

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

More Newsletters →