...

Knowledge is power. We empower our clients.

Get Started Now
M-0077

Investing In You

  Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…

Read More >

Senior African American couple using laptop, contemplating

The 6 Most Important Things You Should Know About Social Security

Since 1940, when the first Social Security checks were delivered, millions of Americans have come to rely on this government program to fund their retirement years—at least in part. Over the years, the rules about when you may start drawing on Social Security, and how much you will receive, have become more complex, leaving many…

Read More >

Nurse checking blood pressure of female patient

One Way to Save for Future Health-Care Costs

When many investors save for retirement, we think of being able to afford our future living and traveling expenses. It’s also wise to consider our future health-care costs. One way to cover those future health-care expenses is through a tax-advantaged retirement vehicle called a Health Savings Account (HSA). An HSA is a savings account and…

Read More >

Large stack of files, paperwork. Close-up. Desk, office. Nobody.

Consolidating Your 401(k) Accounts

Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48.1 With multiple jobs at different companies, odds are you may have several 401(k) retirement plans with former employers. And with too…

Read More >

Get Started. Learn More.

Required Field
Required Field
Log In to Your Existing Account Get Started Now

Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

You are now leaving Jemma Financial

Yes, I would like to leave No, I would like to stay

Important Notice

You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.