Team

At JMC Wealth Management, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principals and strategies
  • Retirement investing and distribution strategies
  • Balance between emotional and financial numbers
  • Risk management analysis
  • Tax reduction strategies

We can also answer your questions, including:

  • Can I live the life I desire today and plan effectively for tomorrow?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How can I successfully transition my business?

Our experience has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Julie Murphy Casserly

President, CLU, ChFC, MBA, CFP®

312.275.1900

312.275.1901

Julie Murphy Casserly's financial philosophy plays a big part in her commitment to client service. “People can only stick with a plan if they face the emotions behind it,” says Julie, founder and President of JMC Wealth...

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