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James L. Hicks
James L. Hicks
J.L. Hicks Financial Group Financial Planner
http://www.jlhfinancial.com/ 703-394-7176

At J.L. Hicks Financial Group, we want to be your guide on the path to financial wellness by partnering with you. Through comprehensive financial planning and sound, ongoing education, advice, and support, we meet you where you are today and help take you where you need to go financially.

Schedule a Meeting Upcoming Events (Seminars, etc.) The College Funding Coach (Blogs, etc.)

Preparing for the Future

As you develop your financial strategies, you should strive to preserve your assets and help protect your family against life’s uncertainties. There are many considerations to take into account as you approach retirement age.

Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education. Finally, consider working with your legal advisor to establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security. Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.

Here are some options to consider:

  • 529 College Savings 
  • Annuities                            
  • Disability Income Insurance 
  • Individual Retirement Account (IRA) 
  • Life Insurance 
  • Long Term Care 
  • Mutual Funds


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