Individual Services - JMR Financial Group

Annual Financial Review

We live in a world of constant change. It is important to revisit your goals and circumstances annually to modify your investment plan as needed.

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Financial Planning

Financial planning is the act of planning (yeah, we know) the financial outcome you desire in the future by directing your funds today and in the years to come. If you are interested in setting long term goals and building steps to achieve these goals, please contact us today.

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Income Tax Planning

Let us help you save tax dollars with a review of your tax situation prior to the end of the tax year.

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Income Tax Preparation

There are many tax preparation businesses to choose from. Don’t you want to work with the firm that reviews each tax return it processes for tax savings opportunities?

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Investment Management

Planning for your financial future is one of the most important things you can do to ensure your financial security. We are here to help you achieve your goals!

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Legacy Planning

If you are interested in preserving your financial assets for the next generation or charitable giving, legacy planning is for you.

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