As a client of JMB Financial Managers you can expect to experience an array of benefits from the services that we provide to you:
Together we can create a plan to take the stress out of retirement.
Reduced Tax Burden
The best way to reduce taxes is to plan for them.
Funds for Higher Education
Planning ahead for your child's education is beneficial to them as well as your own financial future.
Improved Investment Potential
By working together to understand the current investment environment along with your personal objectives we can build a financial strategy that achieves those financial goals.
Protect and Preserve Assets
An asset protection plan can provide you with a range of protective features, from simple financial privacy all the way to judgment-proof asset protection.
Maximize Wealth Transfer
Proper planning will assist in the transfer of assets to beneficiaries while reducing estate settlement costs.
Establish Charitable Legacies
Give back to the community and establish a collective family legacy that can last for generations to come.
Reduce Risk of Devastating Events
Prepare for the unexpected with insurance coverage for every situation.
Foster Financial Confidence
A coordinated financial plan will provide you with the framework for financial security and peace of mind.
Offer Pension Plans to Employees
A pension plan can assist in attracting and retaining high quality talent for your company.
Improved 401(k) Experience
By understanding your five main responsibilities as a plan sponsor, you and your employees alike will have an enhanced 401(k) plan experience.