About

Bio

Jovan Coker is the founder at Jovial Financial, LLC; an insurance and financial firm. Jovan has made it his life mission to help empower individuals and businesses with the knowledge and resources they need to gain financial literacy and excel in the ever-changing financial environment. Spending over a quarter of his life in the insurance and financial services industries, he has acquired a diverse skill set that many financial professionals do not possess. He provides a structured approach to financial services. Jovan’s skill set includes but is not limited to life insurance, investments, retirement planning, auto, home, business insurance, and employee benefits.

Expertise

Families: Jovial Financial provides individuals and families with products and services to help protect you throughout the stages of life. We help you navigate where you are going and how to get there.

Entrepreneurs and Business Owners: Many of the clients we work with are successful business owners and entrepreneurs. Building and maintaining a business can be challenging, yet very rewarding. We offer services for your financial needs in every stage of your business cycle. Some of the services we provide are: Key Person Insurance, Buy/Sell Insurance, Liquidity Planning, Estate & Tax Planning, Exit Strategy Planning, Executive Benefits/Compensation.

Professional Athletes: Being a pro athlete is a dream job to many. It also comes with uncertainties and, in many situations, a very small window of time to maximize your earnings. We help athletes strategize how to maximize their financial potential so they can focus on their professional sports career.

Pre-Retirees: Planning for retirement can begin to unearth many uncertainties and as you get closer to retirement it is important to make sure that you have taken the proper steps to maximize what will be available during retirement. We provide routine financial reviews to keep you on track and assist clients with reaching their goals.

Healthcare Professionals: Early on in the development of Jovial Financial we realized that health care workers have many needs that can quickly go underserved. Frequent job transitions, leaving retirement accounts at former employers, lack of understanding of student loans, high stress, and lack of knowledge of employer benefits are just a few of the problems we help tackle.