Broker Check

What We Do For You

At JMB Financial Managers Inc., we can provide you expert assistance in the following areas:


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Income Tax Planning

Let us help reduce the burden of taxes by formulating a comprehensive tax strategy for you.


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Retirement Planning

We can help answer all your retirement questions from when you can retire to how much you should be saving.


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College Cost Planning

We'd like to help you improve the outlook for your children and secure them a quality education.


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Investment Management

Do you know how your assets are invested, the strategy behind managing them, and the risk involved in both?


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401k Plan Management

Did you know that managing a 401(k) plan well can increase employee happiness as well as retention rates?


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Pension Plan Management

A pension plan is just one of the benefits that can attract employees to your company; get started with us today to make sure your employees have a great experience with your plan.


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Estate Planning

Let us help you pass on your family values and help reduce estate settlement costs while we're at it.


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Insurance Analysis

Insurance is one of the necessary evils in life, whether you're insured or not, we've got you covered.


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Asset Protection

Learn about the structures and processes that offer protection against those could seize your accumulated assets.


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Charitable Gift Planning

Many benefits come from charitable giving; why not start today?


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Financial Planning

Not many things beat the importance of proper financial planning, learn how our integrated financial plans can help you meet your goals while creating financial confidence.


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Business Planning

Learn more about tax saving, retirement plans, and other successful business solutions here.