JP Financial Group

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JP Financial Group How We Work & Fit
Education comes first. We slow the conversation down, explain trade-offs, and focus on planning before products.

We’re not a fit for rushed, transactional decisions. If you value clarity, calm, and collaboration, we may be right for you. Joyce Palmer, a financial advocate for women, helps her clients develop holistic lifetime financial strategies through cash flow management, retirement income planning and long-term care health planning. When it comes to advising women about finances, Joyce Palmer says, “It’s a different conversation! When they work with me they can start to feel brave and confident enough to become financially stable, because they know I’m right there with them. “

As a veteran of the financial services field, with more than 20 years of experience, Joyce believes in empowering women to be proactive in making safe, simple and smart financial decisions. Joyce understands that more women are becoming the head of their household, earning more than their spouses, and starting entrepreneurial ventures. This is why her goal and her mission is to instill financial confidence in women in a manner that is comfortable and compassionate to their unique needs. For more information on her workshops please visit her website: http://www.jpfinancialgroupllc.com

🎙️ NEW EPISODE: Investing in Our Children — The Greatest Return on Our Future! ❤️What if the greatest investment we coul...
10/25/2026

🎙️ NEW EPISODE: Investing in Our Children — The Greatest Return on Our Future! ❤️

What if the greatest investment we could ever make isn’t in the stock market, but in the next generation?

Join Joyce Palmer and Fran Marie on Uncomfortable Financial Conversations with Women as they reflect on The Charlotte Post Foundation’s inspiring gala and discuss the power of education, mentorship, community giving, and building a lasting legacy.

💗 Because when we invest in our children, we’re investing in everyone’s future.

🎧 Tap to listen to the new episode now and discover practical ways you can support local schools, give back to educators, and make an investment in the next generation that pays dividends for years to come! 👇

Education Podcast · Video · Updated Biweekly · Proactive Women's Podcast is dedicated to empowering women (and men!) to take control of their financial futures by providing the knowledge and tools to build lasting wealth. From budgeting and invest…

10/24/2026

Income First: Joyce Palmer’s Story

10/22/2026
🥤 Medicare & Smoothies Is Coming to Charlotte!💗Join JP Financial Group for a FREE Medicare educational workshop! Learn a...
10/19/2026

🥤 Medicare & Smoothies Is Coming to Charlotte!💗

Join JP Financial Group for a FREE Medicare educational workshop! Learn about Medicare, prepare for 2027, and enjoy a refreshing smoothie!

📅 Choose Your Date:
- October 21 & 24
- November 4 & 7
- December 2 & 5

⏰ 12:00–1:00 PM
📍 5821 Fairview Rd., Floor G, Charlotte, NC

🥤 Bring a Friend! Seats Are Limited!

👉 REGISTER TODAY:*
https://jpfinancialgroupllc.com/complimentary-retirement-events/

📞 704-543-6269

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country...
10/19/2026

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. Check out our blog for some location ideas!

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with

🚨 Medicare & Smoothies: Free workshop Oct. 21, 2026, at noon in Charlotte! Register online. Come join!🥤Let’s blend up a ...
10/17/2026

🚨 Medicare & Smoothies: Free workshop Oct. 21, 2026, at noon in Charlotte! Register online. Come join!🥤

Let’s blend up a better understanding of Medicare. Join JP Financial Group for a complimentary educational workshop, enjoy a refreshing smoothie, and get ready to review your coverage for 2027.

📅 Wednesday, October 21, 2026
🕛 12:00–1:00 PM
📍 5821 Fairview Rd., Suite 207
Charlotte, NC 28209

What’s on the menu?

🍓 The Medicare Basics Blend: Understand Medicare Parts A, B, C and D.
🫐 The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
🍌 The Prescription Check: Explore medications, pharmacies and drug coverage considerations.
🥤 The Open Enrollment Mix: Learn about enrollment deadlines, available changes and questions to ask.

This workshop is for current Medicare beneficiaries, people approaching age 65, and family members helping a loved one. Turning-65 Initial Enrollment has different dates from Annual Open Enrollment, so bring your questions about which timeline may apply to you.

Bring a friend who could benefit from the information. We look forward to seeing you!

Register at jpfinancialgroupllc.com/complimentary-retirement-events/

Address

5821 Fairview Road, Ste 207
Charlotte, NC
28209

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17045436269

Website

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