Retire Smarter. Sleep Better. Smile More.

Retire Smarter. Sleep Better. Smile More.

We are Financial & Insurance Professionals

At J Group Financial, we’re in the business of protecting your future—and your peace of mind.

We specialize in Social Security optimization, guaranteed income planning, and safe-money strategies that help you keep more of what you’ve earned, grow it without sleepless nights, and spend it with confidence.

Forget cookie-cutter advice. We build customized retirement blueprints that simplify the complex, sidestep market chaos, and give you something most financial plans forget: a life you actually enjoy living.

Because when your money feels safe, your future gets fun again.

Contact Us
(602) 500-7409
jalynnandkelly@thejgroup.info
Income planning for retirement can be a daunting task because there’s a lot to learn. At J Group, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

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The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.

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Our organization prides itself on providing retirement strategies to our home state of Arizona, and to states beyond like Oklahoma, Hawaii, North Dakota, Wyoming and beyond. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

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Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

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A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.

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Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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