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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you find it hard to attain personal life goals, there’s an app for that!
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Real Estate Investment Trusts right for your portfolio?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?