Financial Skills 101

  • Budgeting
  • Managing Debt
  • Retirement
  • Types of Retirement Investments
  • Life Insurance
  • Wills/Trusts
  • Asset Protection

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Investment Booklet Request

How may we help you with your investment needs?

Investments

A smart investor A Pile of $100 bills

When it comes to investing, JVan takes a completely different approach then your typical insurance agency or advisement company.

JVan gets you READY TO INVEST!!! We take an “Educated Approach” to investments.

JVan has developed a unique program called FINANCIAL SKILLS 101. This program has been developed EXCLUSIVELY for our clients.
 

What is Financial Skills 101?

Areas Include:

Budgeting – You must start here first. You must know the amount of money coming in and the expenses going out.

Debt – There is no such thing as good debt or bad debt. Debt is debt!! You need to eliminate debt to have financial success. Proverbs 17:22- “The rich rule over the poor. The borrower shall be a servant to the lender.”

Retirement – Understanding the different vehicles to save for retirement is crucial to retiring well. These vehicles include your 401k, Roth IRA, Traditional IRA’s.

Mutual Funds – These types of investments can be confusing. Having a general knowledge of Mutual Funds will help you secure your retirement.

Protecting Your Assets – Life Insurance, Long Term Care, Disability Insurance, Wills and Trusts are crucial to your financial plan.
 
 
Financial Skills 101 will help you get started with investing and give you resources to help educate you in the area of investing. If you feel an advisor is needed, JVan has a network of fee-based advisors they can refer to you.

Call JVan to find out how to receive your Free Financial Skills 101 Booklet!

JVan Financial Group, PLLC | 6751 N. Sunset Blvd, Suite 320 | Glendale, AZ 85305 | Phone: (623) 444-9040

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