JMR Financial Group is a financial services firm with one goal - to increase your net worth. And when we say, "one firm," we mean it. Our rare and innovative business model combines the expertise of investment professionals with the insight of accounting and tax professionals to review, strategize and manage every aspect of your finances - personal or business.

Planning for Retirement – who’s helping you reach your retirement dreams and goals?

Financial Planning, Investment Management, Legacy Planning

By Nathan A. Madill, APA, IAR Sobering Stats to consider: An estimated 75% of Americans are behind on their retirement planning, only 6% of all income was contributed to 401(k)s in 2017, the average monthly social security payment to retirees was $1,386 in 2017 and $17,000 was the median retirement savings for families aged 55-61.…

outsource your accounting, payroll, and tax responsibilities

Outsource Your Accounting, Payroll and Tax Responsiblilities

Accounting Services, Certified Quickbooks Support, Income Tax Planning, Payroll & Sales Tax

Business owners – Do you want to save time, increase profits, and hold on to the last shred of your sanity? Outsource Your Accounting, Payroll and Tax Responsibilities By Robin Rosenbaum Entrepreneurs in any industry have one thing in common – they are all short on time. How do you make that final sales pitch and…