Broker Check

650 Spring Hill Ring Road Suite 2000 West Dundee, IL 60118

(847) 428-3997
info@jghfs.com
Client Login

Investment Management:

TYPES OF ACCOUNTS

  • Individual Account
  • Joint Tenancy
  • IRAs
  • Roth IRAs
  • 401(k) Rollovers
  • 403(b) Rollover
  • 457 Rollover
  • Beneficiary IRAs 
  • Trusts
  • UTMAs
  • 529s
  • Education IRAs

TYPES OF INVESTMENTS

  • Mutual Funds
  • Stocks
  • Bonds
  • ETFs
  • Options

Comprehensive Financial Plan that Includes (where applicable):

  • Analysis of personal assets, investments, liabilities, & equity.
  • Recommendations for non-investment related financial decisions
  • Mortgage Structure
  • Social Security Estimates
  • Pension Estimates
  • Rental Income Esitmates
  • Inflation
  • Buy vs. Lease Decisions
  • Extinguishment of Debt
  • Desired Retirement Age
  • Travel
  • 2nd Home
  • College Savings
  • Charitable Donations
  • Legacy Planning
  • Estate Planning
  • Insurance Services
  • Term Life Insurance
  • Long-Term Care
  • Health Insurance
  • Disability Insurance
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More
Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
Learn More

Have a Question

Thank you!
Oops!