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JP Financial Service Center

439 Mexicali Ave.
Venice, FL 34293-3429

Phone:

941 488 5326

Fax:

941 237 5326

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Joint Partners for Your Financial Future

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Will you be able to afford nursing home care?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck