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.
It’s that time of year again! The days are shorter but that doesn’t mean there is any less to get done. As the end of the year quickly approaches, I wanted to take the time to share with you a bit of advice I give each of my clients this time every year.
Whether you are already taking advantage of your employer’s retirement plan, still considering it, or have different investment methods in place to save for retirement, I encourage you to think more broadly about your retirement, and prepare for it between now and then. Today I’d like to share some timeless financial principals with you to apply to your personal situation.
In spite of what you may have heard, employee-funded 401(k) plans will continue to be the main source of retirement savings for many Americans for years to come, despite falling victim to scandal and stock market volatility in the past.
Since 401(k) plans are expected to be around for many years, we want to help you make the most of yours. Here are 8 tips to get you started.
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