Resources

JMR Financial Group – Privacy Notice

When you begin a client relationship with JMR Financial Group you are placing your trust in our expertise and you expect the relationship to be conducted in a highly confidential manner. We do the utmost to preserve and protect your information.
 


JMR Financial Group – Code of Ethics

While not every JMR employee is a Certified Financial Planner (CFP®) our entire firm strives to adhere to and abide by the CFP® Code of Ethics and Professional Responsibility.
 


Dave Ramsey

Money management class information, tools and other resources.
 


Internal Revenue Service

Apply for an EIN (business tax ID), file and pay taxes, download tax forms, get information on tax credits and deductions.
 


Intuit Online Community

Online forums, resources, and self-service help for QuickBooks users.
 


MN Dept of Revenue

For Minnesota businesses, e-file your taxes, make tax payments, get filing information for Sales and Use taxes, register your new business, update your business information and find tax deadlines, withholding, filing and more.
 


Small Business Association

Get support for starting and managing your small business. Find information on securing loans, grants and find resources for business mentoring and counseling in your area.
 


WI Dept of Revenue

For Wisconsin businesses, e-file your taxes, make tax payments, get filing information for Sales and Use taxes, register your new business, update your business information and find tax deadlines, withholding, filing information and more.
 


FAQ for Self Directed Accounts

A Self-Directed Brokerage Account (SDBA) allows you to select from thousands of publicly traded mutual funds in addition to the Minnesota Deferred Compensation Plan (MNDCP) core investment options.
 


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