JP Financial is a small Financial Boutique focusing on facilitating financial needs and consulting for small businesses and professionals. We are here to provide the utmost care in the best interest of our clients while providing strategic solutions in an ever-changing financial world.
The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. So, do you still need it when you retire?
Financial investments and advertisements can be made without any face-to-face contact. But what are the pros and cons of online-only banking?
Johannes began his financial career in 2013 as a captive agent, but always envisioned himself creating an independent financial firm that allowed him to provide a variety of services while keeping the client’s best interest at heart. In 2018, Johannes did just that and founded JP Financial LLC in downtown Frederick, Maryland permitting him to provide a true fiduciary for all of his clientele.
Johannes holds his Series 6 and 63 securities registrations and is licensed in Maryland, Washington D.C., Pennsylvania.
12 S Market St
Suite 301
Frederick, MD 21701
FINANCIAL REPRESENTATIVE
You’ve built your business through sweat, toil and tireless effort. For most entrepreneurs, their business operations represent a legacy that they’d like to leave to the next generation. And what would happen to the business in the event that you are suddenly incapacitated – is there someone reliable that can step into your shoes?
A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can offer multiple benefits – even as you live to enjoy them!
Good planning helps you identify and plan for all the risks involved in every aspect of your financial life. Thoughtful Insurance Planning helps mitigate the risks you can’t foresee or those that you are unable to plan around!
Now more than ever before, individuals and families need to carefully plan their health insurance needs, or they are likely to face huge out-of-pocket costs in their time of need.
Schedule your free one hour consultation by completing the form to the right.
Johannes Pretorius offers products and services using the following business names: JP Financial, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with JP Financial, LLC.
Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Trades cannot be communicated to your Representative by e-mail, fax or regular mail as the transaction may not be executed on a timely basis. Please contact your Representative by telephone to request trades and do not use e-mail to send confidential information or time-sensitive instructions. Performance quoted does not guarantee future results. Please refer to your regular periodic statement for complete information. The content of your e-mail is not private as it is subject to review. If you are not the intended recipient and have received this e-mail in error, please contact the sender immediately and delete this material from your computer.
