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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are common mistakes you can avoid when saving for retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to understand how inflation is reported and how it can affect investments.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.