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.
Did you know that half of all Americans would be unable to cover an unexpected expense this month? Unfortunately, financial planning isn't a hot topic for most people, but you can't afford to neglect this important aspect of your life any longer.
Seventy-five percent of Americans have no financial plan. From savings to paying off debt to retirement funds, many are just winging it and hoping for the best. Especially when you’re in your 20s and 30s and just starting out on your financial journey, creating a financial plan and sticking to it can feel scary and overwhelming.
It's 401(k) Day, and there is no better time to check in on your retirement fitness.
In the spirit of that, JMB Financial Managers has put together our five most useful tips for ensuring your investments are on course. Keep reading to learn more.
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