Welcome to JMB Financial Managers, Inc.
JMB Financial Managers is a comprehensive financial service firm located in Irvine, California. The firm specializes in providing financial planning strategies and investment advise to individual and familes.
We are an independent firm, and endeavor to provide you with the tools needed to reach your financial goals. With this result as our primary focus, all our efforts will be custom-tailored to your specific situation.
Our advisors will guide you through the maze of financial alternatives and help you select the course of action that is best for you. The task does not end there, however. We work with each individual on an ongoing basis. As you needs change we will be there to help manage those changes effectively.
Whether you are building assets for the future or seeking to protect, enjoy, and pass on those you already have - JMB Financial Managers can help you along the way. For example, your financial objectives might include:
- Ensure retirement income
- Reduce the burden of taxes
- Provide funds for a child's education
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devestating events
- Foster peace of mind through proper planning today
To help you reach these important goals, our services include:
- Personal Financial Planning
- Estate Planning Strategies and Legal Documents
- College Funding Sources
- Income and Inheritance Tax Advise
- Investment Management
- Life, Health, Long Term Care and Disability Insurance Analysis
- 401(k) and other Company Retirement Plan Advise
OUR MISSION IS SIMPLE:
We are here to provide timely, unbiased advise. Through the advantages of professional planning, we seek to empower our clients to make the best financial decisions possible.