Welcome to G & J Financial Group
Financial - Retirement - Insurance Services
State Licensed in :
Florida, Texas, North Carolina, South Carolina, Michigan, Indiana, Arizona, California, Tennessee, Kansas, Washington, Alabama
NPN: 21072610
Our Services in Business and Retirement Planning
Retirement Planning for Individuals and Businesses
The key to a secure retirement is selecting the right retirement plan. We are here to assist you every step of the way. A well-designed retirement plan can provide advantages for you, your business, and your employees. By investing in a retirement plan now, you can secure financial stability for yourself and your employees upon retirement. We help you establish a retirement plan that ensures the plan's assets continue to grow while also benefiting from significant tax advantages.
Annuities, IRA, 401K & 403B Roll-Overs, Secure Guaranteed Retirement Accounts
Many American workers have assets in one or more employer-sponsored retirement plans (e.g., 401(k), 403(b), profit-sharing plans) to save for the future. Rolling over these accounts into secure, guaranteed accounts offers principal protection, a predictable return with predictable returns, and a lifetime income stream at retirement. Rolling over an individual retirement account (IRA) or a 401(k) or 403(b) plan into a secure, guaranteed account is a straightforward process. It can be done without incurring any taxes or penalties.
IUL (Indexed Universal Life), Term & Whole Life Insurance
While life insurance is designed to pay the policyholder’s beneficiary a death benefit, the policy can be used for other needs. If you purchase a whole life insurance policy, you can use it to increase your savings by borrowing money from your policy. The funds will be tax-free and there are no restrictions on how the money can be used. We focus on innovative strategies to protect your assets, provide stability against market losses, and reduce taxes, ensuring a secure retirement.
Schedule Your Consultation
We invite you to connect with us at G & J Financial Group, where our commitment is to safeguard your retirement ambitions. Our streamlined scheduling process ensures that you have all the necessary information before your appointment, setting the stage for a productive discussion about your financial future.
“At G & J Financial Group, we take pride in our 20-year legacy in the financial sector, focusing on retirement planning. Our dedicated team uses industry insights to protect your retirement assets, ensuring a stable future unaffected by market volatility and
We believe that a personalized approach is crucial. Clients deserve a customized strategy that aligns with their individual goals and aspirations. Personalized guidance and strategies assist our clients in navigating the complexities of retirement planning.”
Giovanni Di Stadio is certified as an Advanced Markets Retirement Planning Specialist and the President and CEO of G & J Financial Group.
