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

(847) 428-3997
info@jghfs.com
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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
Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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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
U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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