client services

As part of our commitment to give you the very best financial advice and service, we now offer you access to a set of on-line tools, providing you with an additional way to achieve your financial goals.

In order foster increased communication with our clients and visitors, we have a Contact Page so you may ask questions, write comments or make suggestions to each and everyone of our team members.

To help you track the progress of your saving and investment programs, we have provided a link to all our brokerage, banking, mutual fund and annuity partners for you to access your current account balances and portfolio holdings.

We have included a Toolbox full of the most helpful web sites we have found and continue to use on a regular basis. There are links that will provide you with news and commentary about the markets; quotes and charts for stocks, bonds, and mutual funds; fundamental research information such as company earnings; basic educational material about financial planning issues.

When you enter the Library, you will be able to find back issues of our monthly Economic and Market Analysis report and newsletter. There is also a full complement of educational articles on the entire range of financial planning issues like budgeting and saving, accumulating and protecting assets, making the best use of insurance, reducing income and inheritance taxes, and maximizing your company retirement plan. You will also have access to any of the forms you might need whether you are preparing for your annual review meeting or for your very first meeting with one of our Advisors.

The Upcoming Events section will allow you to match your busy schedule with the educational meetings we will be conducting throughout the year, and to make a reservation on-line. We encourage you to join us for breakfast, lunch or dinner to hear our Advisors and Guest Speakers conduct a round table discussion about the financial issues that you have told us matter most.

There is even an opportunity to share the web site, a seminar date or even a referral to your personal Advisor with your family of friends if you would like to.

JMB Financial Managers is committed to empowering our clients to make the best financial decisions possible. We hope to achieve that goal, in part, by providing a web site that is useful to you. Please let us know how you like the tools and information that we have provided.