How You Benefit As a client of JMB Financial Managers you can expect to experience an array of benefits from the services that we provide to you: Read More Retirement Income Together we can create a plan to take the stress out of retirement. Read More Reduced Tax Burden The best way to reduce taxes is to plan for them. Read More Funds for Higher Education Planning ahead for your child's education is beneficial to them as well as your own financial future. Read More Improved Investment Potential By working together to understand the current investment environment along with your personal objectives we can build a financial strategy that achieves those financial goals. Read More Protect and Preserve Assets An asset protection plan can provide you with a range of protective features, from simple financial privacy all the way to judgment-proof asset protection. Read More Maximize Wealth Transfer Proper planning will assist in the transfer of assets to beneficiaries while reducing estate settlement costs. Read More Establish Charitable Legacies Give back to the community and establish a collective family legacy that can last for generations to come. Read More Reduce Risk of Devastating Events Prepare for the unexpected with insurance coverage for every situation. Read More Foster Financial Confidence A coordinated financial plan will provide you with the framework for financial security and peace of mind. Read More Offer Pension Plans to Employees A pension plan can assist in attracting and retaining high quality talent for your company. Read More Improved 401(k) Experience By understanding your five main responsibilities as a plan sponsor, you and your employees alike will have an enhanced 401(k) plan experience.