If you want a financial plan based on your lifestyle and goals… If you have a drive for success and want a road map to go with it… Then you should be talking to us.
JMC Wealth Management, Inc. distinguishes itself from its competition by understanding the emotions behind money. We empower our clients so that they may be better able to have their lives control their finances rather than having their finances control their lives.
We start our work with the person rather than with products, recognizing that getting your finances in order should help you get your life in order. The line between what is personal and what is financial is often hard to distinguish and we specialize in helping our clients sort this out. Only when we think this has been accomplished do we start to think in terms of specific investments.
We look at the areas that are not producing satisfaction in our clients’ lives and see how financial planning might relieve this unease. It is our goal to truly understand our clients and how they wish to grow.
This is how we help you Navigate Your Life.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are things about Social Security that might surprise you.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.