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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.

 

Helpful Content

Required Reading: The Economic Report of the President

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Choosing a Retirement Plan that Fits Your Business

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To choose a plan, it’s important to ask yourself four key questions.

What Is an Annuity?

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A Cheat Sheet for Sending Your Kid to College

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Can Group, Private Disability Policies Work Together?

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Value vs. Growth Investing

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What Is My Current Cash Flow?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Lifetime of Earnings

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Keys to Investing for Retirement

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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