JMB Financial Managers is a comprehensive financial service firm located in Irvine, California. Specializing in financial planning strategies and investment advice for business owners, independent contractors, the self-employed and their families in order for them to help prepare for retirement, reduce taxes, save for college, and preserve their assets.
Let's create a plan that takes the stress out of retirement. By helping you understand the cost of retirement and what you need to get there, you can focus on the things that mean the most to you while we track your progress.
The cost of a college education continues to rise, meaning advanced planning should be integral to your family budget. If it isn't, we'll get you on the right path and help you to identify gaps in your saving strategies.
The point isn't enduring market turmoil, but actually thriving in it. We can guide you through building a financial strategy to pursue your individual investment goals and guide you through today's modern markets.
Whether you are looking for an all-inclusive relationship, or one that fills a very specific niche for you or your business, we can put our experience and the experience of our network of support professionals to work for you and help you turn your hopes for the future into goals pursued.
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Jackie delivers comprehensive administrative support...
As a CERTIFIED FINANCIAL PLANNER™, I believe that staying informed about new legislation is essential to help my clients pursue their financial goals.
There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadline that you should add to your calendar for 2023.
‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the difficult year we’ve had, can truly change people’s lives.
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