Our Products and Services

Investment Products**

  • Mutual Funds (Domestic and International)
  • Federally Insured CDs
  • Checking, Savings and Money Market Funds
  • Exchange Traded Funds (ETFs)
  • Bonds: U.S. Treasury, Agency, Corporate & Municipal
  • Stocks
  • International Investing
  • Options
  • Real Estate Investment Trusts (REITs)
  • Master Limited Partnerships (MLPs)
  • Annuities: Tax-Deferred Fixed and Indexed*
  • Insurance: Whole, Universal & Variable Life*

Services

  • Fee-Only Financial Planning
  • Asset Allocation Analysis
  • Retirement Planning
  • Education Planning
  • Estate Planning Review
  • Charitable Gift Planning
  • Risk Management Planning/Life Insurance*
  • Business Succession Planning

Basic Investment Account Types

  • Individual
  • Estate
  • Joint
  • Guardianship/Conservatorship
  • Education Savings Account (ESA)
  • Trust Account (Testamentary)
  • Custodial/UGMA
  • Trust Account (Non-Testamentary)
  • Corporate
  • Investment Club
  • Sole Proprietorship
  • Partnership/Limited Partnership
  • Limited Liability Company (LLC)
  • Association/Other

Qualified Retirement Accounts

For Individuals

For Small Business Owners

Non-Qualified Retirement Accounts

For Individuals

  • 457(b)/Deferred Compensation Plans
  • Tax-Deferred Fixed & Indexed Annuities*

For Small Business Owners

  • Tax-Deferred Fixed & Indexed Annuities*

 

Contact us today to learn more at (336) 740-0239 or via email at Jack@JGMWealth.com.

 

* Insurance and annuity products may be offered through Strategic Insurance Solutions, Inc. and/or another independent agency of which one or more of JGM Wealth Management, L.L.C.’s investment advisor representatives may be affiliated as a licensed independent insurance agent. Referrals to third party insurance providers may be made where appropriate. \

 ** Investment Products other than Federally-Insured CDs are Not FDIC Insured or Bank guaranteed and may lose value.

 *** JGM Wealth Management, L.L.C. does not provide tax or legal advice. Please consult your tax, or legal advisor for questions concerning your personal tax or financial situation.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved