Skip to main content

  •  
  •  
  •  
  •  
  • Home
  • About 
    • Who We Serve
    • What We Do
    • Who We Are
  • Blog
  • JMB Insights 
    • LinkedIn
    • Facebook
    • Twitter
  • Contact
  • Account Login 
    • AdviceWorks
    • Netx Investor

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.

Learn More

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.

Learn More

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.

Learn More

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

 

Previous

 

Next

Home

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. 

 

Learn More 

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.

 

Learn More

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. 

 

Learn More

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?

Get in touch today

Contact Us
Photo of team member

Jack Brkich III

President

 

Jack...
Photo of team member

Mei Doran

Client Service Associate

 

Mei...
Photo of team member

Kristin Brkich

Practice Manager

 

As...
Photo of team member

Sandi Lubard

Client Service Associate

 

...
Photo of team member

Stan Smiley

JD

SVP, Advanced Planning Group, Cetera Financial Group

 

...
Photo of team member

Julie Hendrickson

JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

 

...

Latest Blog Posts

7 Mistakes to Avoid in Retirement and How Retirement Planning Can Help

Submitted by JMB Financial Managers on December 22nd, 2021

Only 36% of adults think that they are on track to retire. The main barrier to retiring on time is a lack of proper planning and sufficient savings. However, there are 7 common mistakes that people make when they create their retirement plans:

  1. Not accounting for longevity
  2. Not accounting for taxes
  3. Not staying in shape
  4. Not adjusting your investments for age
  5. Not accounting for market ups and downs
  6. Not having a spending plan
  7. Not accounting for poor health

We will go into each of these common mistakes in more detail to help you understand how to avoid them in your own retirement planning.

Tags:
  • Retirement Planning
  • Read more

3 Year-End Tax Saving Moves to Make in 2021

Submitted by JMB Financial Managers on November 23rd, 2021

Year-end is quite possibly the most hectic time for small business owners, and 2021 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2022.

It’s also a time to make year-end tax moves to help reduce your tax bill and end the year as fiscally responsible as you possibly can.

Tags:
  • Current Events
  • Taxes
  • Read more

Will Inflation Be Permanently Temporary?

Submitted by JMB Financial Managers on November 2nd, 2021

Authored by: Kezia Samuel, Guest Author

Key Takeaways

  • Inflation remains an ongoing concern in 2021.
  • While inflation is higher and likely to remain elevated due to challenges created by the pandemic, a look into the structural composition and the types of inflation may provide insight into how high inflation may go.

Inflation remains a topic of concern in 2021 as the prices of goods and services have continued to increase. The September inflation report showed consumer prices rose at 5.4%.1

Tags:
  • Current Events
  • Read more

Additional info

  • Home
  • About
  • Resources
  • Tell a friend
  • Contact
  • Sitemap

Contact info

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

Contact us

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.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

© 2022 JMB Financial Managers, Inc.. All rights reserved.

Website Design For Financial Services Professionals