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.
The word estate is most commonly associated with great wealth, but the truth is, everyone has an estate. Everything you own from your car and house to investment accounts and personal possessions make up your estate.
By the time you turn 35, you probably have chosen a career, own or rent a home (house, apartment, condo, etc.), and have a better financial situation place than when you were in your mid-twenties. With a steady income you can now set your sights upon building a solid financial foundation for the future.
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.
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