JMB Financial Managers was founded by an entrepreneur for entrepreneurs. This includes owners of S Corporations, Limited Liability Companies, Sole Proprietors, those compensated through a 1099 Form arrangement, and high-performing individuals on a career path through corporate America.
While our experience and expertise apply to most anyone with an entrepreneurial spirit, we have a strong affinity with commercial real estate professionals, realtors, medical device representatives, and those who own businesses in the construction and manufacturing trades. We also specialize in assisting the employees of Amazon, CBRE Group, Northrop Grumman, and Jones Lang LaSalle to make the most of their employee benefit packages.
If you are looking to maximize the tax-saving and wealth-building opportunities that come with being an entrepreneur or having an entrepreneurial spirit, we are a firm that has walked in your shoes, and served other just like you since our inception.
Click the button below to download a pdf of insights and predictions for the rest of the year.
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.
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.
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.
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.
Stephanie brings comprehensive administrative...
Madeline is an experienced client service associate who brings an optimistic, open,...
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Jackie delivers comprehensive administrative support...
The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs.1
While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.
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You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel overwhelming. It’s a major life change, and having a clear strategy can help ease the stress.
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