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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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This calculator can help determine whether it makes sense to refinance your mortgage.
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Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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When do you need a will? The answer is easy: right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.