Individual Client Services

 

 

  

 

J.G. Hendricks Financial Services, LLC provides the following services to individual clients: 

Investment Management
 

  • Mutual Funds
  • Stocks
  • Bonds
  • IRA’s
  • 401(k) Rollovers
  • Roth IRA’s
  • Trusts
  • 529’s
  • Education IRA’s
  • ETF’s
  • Options
  • Annuities
  • UIT’s

• Financial Planning:

  • Comprehensive written plan
  • Customized instruction letter
  • Personally written by your Financial Advisor
  • Provides detailed instructions for action items
  • Usually 2-3 pages in easy-to-read bulletpoint format
  • Analysis of personal assets, investments, liabilities, & equity.
  • Recommendations for non-investment related financial decisions
  • Mortgage Structure
  • Buy vs. Lease Decisions
  • Extinguishment of Debt
  • Tailored to your specific objectives
  • Retirement
  • Travel
  • 2nd Home
  • College Savings
  • Charitable Donations
  • Legacy Planning
  • Estate Planning
  • Insurance Services
  • Term Life Insurance
  • Whole Life Insurance
  • Annuities
  • Long-Term Care
  • Health Insurance
  • Disability Insurance