Joseph Yocavitch
LUTCF®, CLTC®

CONNECT

Address:

1864 Route 70 East
Cherry Hill, NJ 08003

Phone:

856.751.1771

Individuals, Families & Professionals

At JML Financial Group, our individual clients include couples, families, and working professionals, many of whom are the medical and accounting industries. Wherever they are in life or their career, many face similar concerns: accumulating and preserving wealth to ensure it lasts through retirement and allows them to leave a legacy.

For clients who are growing and building their careers or families, many are looking for strategies that can help them simultaneously build and preserve their wealth. We can assist with a number of needs, from cash flow analysis to college planning to building a diversified portfolio. We can help coordinate the numerous preservation elements into one strategy, from life insurance to wills and more.

As clients approach and prepare to transition into retirement, many are largely concerned with preserving their wealth and making it last. Shifting from receiving a consistent income to relying on accumulated assets can have a significant impact on one’s lifestyle. Focusing on asset distribution planning, we can help clients through this significant life transition, offering advice on 401(k) rollovers, assisting with estate planning, Medicare planning, and developing strategies for creating a consistent stream of income.

Our advisors possess decades of professional experience and industry insight. Prior to making suggestions, we will take the time to listen to your needs, goals, and desires. The most important part of your financial plan isn't a set of numbers on a spreadsheet - it's you.

We recognize that the path to long-term financial success isn't an easy journey to take. Especially not alone. Partner with our team of experienced advisors, and let's face the uncertainty of tomorrow, together. The rest of your life is waiting - so what are you waiting for?

Pre-Retirees and Retirees

Ready or not - here it comes. Whether you are just beginning your career, or are days shy of turning 65 - retirement requires careful and thoughtful planning. Maybe you look forward to your life post-career, or are feeling anxious as the ink begins to dry on your final paycheck. The truth is, retirement is not what it used to be. Complex and ever-changing, retirement laws and regulations are nearly impossible to keep up with on your own.

That's where we come in.

JML Financial can help preserve your nest egg, and secure your continued income stream in retirement. Committed to staying up-to-date on guidelines and tax laws, our team of retirement specialists are qualified and ready to help you better plan for the future. We believe that every person should be educated so they understand the basics of retirement and tax laws. Our goal is to educate pre-retirees and retirees in these areas, so they can hold onto as much of their wealth as possible. You already know how important it is to save and plan for retirement. JML Financial knows how to help you do it effectively.

After decades of hard work and sacrifice, you deserve to retire on-time, and with sufficient resources to support your lifestyle. Retirement may not be what it used to, but with the services and coaching support of JML Financial, it can be better than you ever imagined.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

JML Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck