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Who We Are

We will guide you through the maze of financial alternatives and select a course of action that fits your financial situation and continue our relationship with you on an ongoing basis as we continue to service your changing needs.

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Inquire with us today and see how we can help you.

What We Do

Time is money, and managing your wealth can be overwhelming. By taking a personal interest in each of our clients we are able to provide customized advice to match each individual situation such as investment, tax and retirement planning solutions.

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Learn about what we do and our approach to help you save fast.

Who We Serve

At JMB we specialize in serving business owners, independent contractors, the self-employed and their families.

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Learn about what we do and our approach to help you save fast.

 

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Dedicated to pursuing your financial goals.

 

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.

 

 

Get Started Today

 

Retirement Planning

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. 

 

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College Cost Planning

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.

 

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Investment Management

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. 

 

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Customized Advice to Match Your Situation

 

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.

 

Looking to learn more?

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Contact Us
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Jack Brkich III

President

 

Jack...

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Mei Doran

Client Service Associate

 

Mei...

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Kristin Brkich

Practice Manager

 

As...

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Sandi Lubard

Client Service Associate

 

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Shanna Klahn

Marketing Coordinator

 

 

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Stan Smiley

JD

SVP, Advanced Planning Group, Cetera Financial Group

 

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Julie Hendrickson

JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

 

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Latest Blog Posts

Shield Your Personal Wealth from Business Risk

Submitted by JMB Financial Managers on March 26th, 2021

When you start your own business you are also taking on some amount of risk. Taking on business risk doesn’t have to mean putting your personal wealth in jeopardy. In this article, we’re going to discuss ways to help you eliminate risk and protect your personal wealth.

Tags:
  • Asset Protection
  • Incorporating
  • Small Business
  • Read more

8 First-Time Home Buying Expenses to Prepare For

Submitted by JMB Financial Managers on March 13th, 2021

There’s nothing more exciting than buying your first home. Whether it’s a condo, a sprawling mansion, or anything in between, buying your first home makes you feel like you are getting ahead in life.

Tags:
  • Financial Planning
  • Read more

Inflation is Here – What to Expect in 2021

Submitted by JMB Financial Managers on March 2nd, 2021

The pandemic, unusual weather, and increasing demand for food contributed to the largest yearly rise in food prices in nine years during 2020 and food costs are expected to increase further in 2021.

Tags:
  • Current Events
  • Read more

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Contact info

  •   43 Corporate Park Suite 104, Irvine, California 92606
  •   949.251.3544
  •   jack.brkich@ceteraadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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