Fee-based Planning

Understanding your goals and developing a plan to reach them is our focus. We will meet, gather information, analyze and give recommendations. Together, we implement, monitor and adjust those recommendations accordingly. It is of the utmost importance to us to be proactive to provide the best opportunities and advantages for you. We are committed to you.

Investments Management

Together we develop a strategy of asset management using various securities to meet your specific investment goals and spend-down timeline.

Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Range of Experience

Fee-Based Plans:
- Investment Analysis and Management
- Accumulation and Cash Flow Projections
- Retirement Viability
- Insurance Reviews and Management
Divorce Coaching and Financial Resolution Experience
Federal Retirement Substantial Experience
Special Needs’ Concerns and Core Knowledge

Professional Qualifications

Certified Divorce Financial Analyst®
Retirement Income Certified Professional®
Coursework, Chartered Federal Employee Benefit Consultant
Series 6, 7, 63, 66 Investments Licensed
Variable Life and Annuities
Licensed since 1987 in Life, Accident and Health

Affiliations

Member Institute for Divorce Financial Analysts
Member of Association of Divorce Financial Partners
Member of Exceptional Ops (Special Needs Community)
Past Board member, Exceptional Ops
Past Associate Member NATCA

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Events

FAQs

Latest Blog Posts

The Importance of Financial Goals

Submitted by JM Financial Planning, LLC on October 26th, 2017

These are the obstacles we all face in trying to achieve our financial goals:

Planning for the New Normal Retirement

Submitted by JM Financial Planning, LLC on October 26th, 2017

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

Your Emergency Fund and You

Submitted by JM Financial Planning, LLC on October 26th, 2017

So how much should you contribute to your emergency fund?

As daunting as it might seem, it’s recommended that you save 3-6 months of living expenses in your emergency fund¹. In the age of the internet, many financial institutions have calculators available to estimate the amount you should keep.

Building Your Financial Future.

Fee-based Planning

Investments Management

Insurance

Range of Experience

Professional Qualifications

Affiliations

Home

Events

FAQs

Latest Blog Posts

So how much should you contribute to your emergency fund?

As daunting as it might seem, it’s recommended that you save 3-6 months of living expenses in your emergency fund1. In the age of the internet, many financial institutions have calculators available to estimate the amount you should keep.

As daunting as it might seem, it’s recommended that you save 3-6 months of living expenses in your emergency fund¹. In the age of the internet, many financial institutions have calculators available to estimate the amount you should keep.