JGL Financial Services, Ltd.

JGL Financial Services, Ltd. I've been assisting individuals and business owners with insurance, financial planning since 1989. You will notice a difference in the way you are treated.

I personally strive to educate, and give knowledge to each and every person or business I meet with. The objective of JGL is to assist people and businesses with their Insurance, and Retirement needs while also addressing leaving a legacy for their heirs if they so choose. We do business from more of a serving status rather than dictating to you what you need to do.

09/26/2024

Holidays are going to be upon us very quickly. Did you plan for the extra spending or do you do like most Americans and go into credit card debt? The proper thing is always planning. Make sure you sit with someone that can make that happen for your family and then hold yourself accountable to actually doing it.

09/23/2024

Hurricanes got you feeling a sense of uncertainty? That can happen with your retirement planning as well. Having a gameplan is critical to making sure the finds will be there when you need them!!!

09/14/2024

So we are about to come into the fall season and it’s time to start thinking about tax time approaching. You ask questions and no one wants to give advice or make any recommendations so you do nothing and end up paying more taxes than you need to. Let’s review your situation to see if I can assist with the proper education you need to make the right decisions.

09/04/2024

Recently helping a lot of people create a bigger and better plan for their retirement funds. Are you having grief and concerns about what is happening to your money with the current market? Let me know and we can have a conversation.

08/20/2024

So why are you still putting off the proper planning? Hesitation leads to desperation later in life. The time to start or enhance what you are currently doing is now!!!

08/14/2024

The kiddos are now back in school. Time to focus your attention on the task at hand. That is a review of your retirement planning. Do you know what needs to be done to have the financial security you will need post retirement?

08/08/2024

People are being forced into hardship withdrawals due to economic failure. Make sure if you fall into this category you are going about the hardship withdrawal the right way. If not it could cost you a lot of unnecessary taxation.

08/05/2024

Is retirement a scary thing for you to think about? This is usually caused by not knowing what it is you already have in place and how it’s going to be paid out post retirement. Putting an action plan in place will allow you to see a snapshot of what retirement will look like. You may need to adjust or you may be on track. Don’t wait until it’s to late.

07/31/2024

If you have received an inheritance of funds and do not have any idea of what to do or how do you go about receiving those funds in the best possible way, let’s talk. Making sure you are not misled by someone that is not licensed to give you proper direction could cost you lots of that inheritance.

07/23/2024

So you worked so hard to save all these funds. Now you’re retiring and need to understand the best options of what to do so you can enjoy the golden years. Education, Knowledge, and Expertise is the key to making the right decisions. It’s what I have done for my clients for over 35 years now.

07/09/2024

Confused about what you should do with that old 401k? Do NOT ever listen to the advice of those that are not licensed to give the proper professional advice. They will steer you in the wrong direction unknowingly. Seek out the education and knowledge you need to make the right decision based on your own situation. Everyone’s situation is always different and a one size fits all mentality is not the right thing.

07/02/2024

The How to’s and ABC’s of proper planning takes a professional to help you figure it all out. Be careful about taking advice from someone that is NOT a licensed professional. It could cost you a lot of money and it might not have to.

Address

136 Seabrook Drive
Waveland, MS
39576

Opening Hours

Monday 8:30am - 8pm
Tuesday 8:30am - 8pm
Wednesday 8:30am - 8pm
Thursday 8:30am - 8pm
Friday 8:30am - 3pm

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