IT'S HEALTH INSURANCE CHECK-UP TIME!
Do you need health insurance?
Do you know if you qualify for Medicare or Medicaid?
Did you know that you need to enroll for health insurance every year?
We can help!
AFFORDABLE HEALTH INSURANCE
It's all about allowing you to compare health insurance plans side-by-side and HELPING YOU choose the one that fits your needs and your budget. If this is what you are looking for, CONTACT US - it is what we do.
MEDICARE OPEN ENROLLMENT
Medicare Open Enrollment for 2023 begins Oct. 15th and ends Dec. 15h. Now is the time to start planning!
During this annual window, Medicare plan enrollees can reevaluate their coverage – whether it’s Original Medicare with supplemental drug coverage, or Medicare Advantage – and make changes or purchase new policies if they want to do so.
JP Health Services Specializing In:

Health Insurance

Get Health insurance for in many cases low or even no cost to you! If health insurance was $0 monthly, why wouldn't you take advantage of that?

Life Insurance

Whether you're planning on using life insurance to supplement your retirement, or just to leave something to your loved ones, we got you covered!

Dental Insurance

Use your dental benefits to maintain your oral health and reduce your out-of-pocket expenses.

Medicare (O65)

From getting signed up for original medicare to Medicare supplements or Medicare advantage, we do it all and would love to show you how!

Financial Planning

Plan out your future! The person who fails to plan, plans to fail! You would be very surprised by the number of people who aren't prepared for the later stages of life and it's hidden costs!

Vision Insurance

Use your vision benefits to maintain your vision and check for early signs of diseases like diabetes!

About Us

We know managing your resources to prepare for your life, health, and retirement can feel overwhelming. After all, there are so many options, how would you know where to begin? 

At JP Financial Group, we’ve spent the past 20 years simplifying those questions and providing clarity for our clients. 

Our goal is to remove the confusion and anxiety and map out a proven plan to reach your goals. In today’s busy world, how would it feel to know that your plan could fulfill the dreams you work so hard to achieve?
For more information
or
REGISTER TODAY!
Your Information
Select Your Date & Time
Names of Others Coming With You
Anything You Want Us to Know?

Saturday, May 18th 

Fairfield Inns & Suites Charlotte Uptown
201 S. McDowell Street
Charlotte, NC 28204
YOU spend your days helping others...
let us return the favor!
Among Other Things, You Will Learn:
  • ​Safe and secure money strategies. 
  • ​How to feel confident about your retirement savings. 
  • ​What you should know about IRAs and tax deferral characteristics.
  • ​How our clients have kept their money safe from market declines (and how you can do the same.)
  • ​Options that allow you to avoid taxes on IRA distributions.
Join Us Online to Learn:
  • ​The role Social Security plays in your overall income plan 
  • ​Some of the biggest potential threats to your retirement lifestyle
  • ​Advantages of life insurance benefits 
  • ​How health care expenses factor into your retirement income strategy

Your Host, Joyce Palmer

CEO & Managing Partner of JP Financial Group.

As Managing Partner and Chief Executive Officer of JP Financial Group in Charlotte, North Carolina, Joyce Palmer has dedicated over two decades of her career to Helping Create Financial Legacies for Ladies. She is a staunch advocate for instilling financial confidence in women in a manner that is comfortable and compassionate to their unique needs. 
Joyce is well-versed in both financial planning strategies and insurance. Prior to becoming a successful entrepreneur, she served as Regional Vice President for Primerica, the marketing division for financial powerhouse, Citigroup. She fell in love with the crusade to bring financial concepts to Main Street and received the greatest satisfaction in helping clients reveal financial possibilities they never knew existed. 

Joyce’s own life experiences led her to recognize the difference between genders when it comes to financial decisions. She believes that women have different needs when you consider that they live longer and are more likely to live alone for significant periods of time as widows and divorcees. She also realizes that women want to work with financial professionals who listen to them and can personally relate to their concerns, goals, and objectives. 

A frequent speaker, Joyce enjoys sharing her experiences on such issues as retirement income strategies and tax-efficient retirement strategies to women throughout the Charlotte vicinity and Mecklenburg County region. 
 COPYRIGHT @ 2022 - ALL RIGHTS RESERVED
CUSTOM JAVASCRIPT / HTML