Taxes

• Tax Planning
  What can you do now? We have put together a process that you can follow to assist your tax planning.
• Charitable Giving
  Do you want to give back to the organization or community that has given so much to you? By establishing a charitable legacy, you're doing so much more than giving, you're establishing a collective family vision that can be passed on for years to come.
• Estate Taxes
• Tax Services
• Tax Deductions
  Charitable giving can also generate tax benefits for you. Some charitable gifting methods offer you notable tax advantages such as elimination of capital gains tax, tax deductions, estate tax reduction and tax-free growth.
• Income Tax
  Do you have 16 hours to devote to doing your taxes? 16 hours, that's the average amount of time you need to dedicate to your taxes each year. If income taxes are becoming an ever-increasing burden for you, formulating a comprehensive tax strategy is essential. In doing so, it will help to reduce your tax bill, protect your future, and increase your overall net worth.
• Capital Gains Taxes

Investment

• Investment Management
  When it comes to investing, it is not what you make that matters, it is what you keep. Today's markets are increasingly volatile and highly reactive to economic and geopolitical news. Staying apprised and potentially ahead of swing in the markets is paramount to your investing success.
• Mutual Funds
  Investing is about more than just enduring market turmoil, but actually thriving in it to pursue your investment goals. People don't live to invest in a 401(k), in stocks, or to buy mutual funds. People live to educate their children, they live to be able to stop going to work one day and have the freedom to do all the things they never had time to before. No matter what you live for, investing can help you get their quicker than a traditional savings account. Together we can create a customized investment strategy to pursue your long-term and short-term goals.

Accounting

• Accounting Services
  This means that tasks such as tracking your expenses, bookkeeping and payroll, filing your taxes, handling 401(k) plan administration, and managing your investments eats up valuable time. This takes you away from marketing, filling your pipeline, closing deals and collecting brokerage fees.
• Bookkeeping Services

Planning

• Financial Planning
  Jack Brkich is the founder of JMB Financial Managers. Combining over twenty years of investment and personal financial planning experience, Jack has established himself as a trusted advisor for individuals, couples, families and business owners.
• Retirement Planning
  Time is money, and managing your wealth can be overwhelming. By taking a personal interest in each of our clients we are able to provide customized advice to match each individual situation such as investment, tax and retirement planning solutions.
• Long Term Care
  At JMB Financial Managers, we take retirement planning beyond the basics. Together we can review other more complicated aspects of retirement planning such as social security benefits, the need for long-term care, and handling health care costs during retirement all while helping you pursue your other financial goals.
• Asset Management
• College Funding
  It's no secret that education expenses are on the rise, making education planning an important aspect of your overall financial plan and family budget. Education planning requires a customized investment strategy aligned with the education goals of your family. By preparing (and saving) well in advance your children will have more options available to them when looking at colleges.
• Asset Protection
  What you don't know can hurt you; therefore, when it comes to protecting what you've worked so hard to accumulate, ignorance is not bliss. We all need some sort of asset protection to safeguard ourselves in this litigious and electronically dangerous society.