"Individual Personal Attention"



 At Jomarc Financial Group, Inc., our legal, tax and insurance professionals focus on developing financial plans for individuals focused on safety, reduced taxes and steady lifetime revenue streams coupled with legacy and wealth transfer estate planning.  For business owners, our services expand for their unique situations.



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 Our planning philosophy is simple:  Help our clients keep more of their own money for themselves and future generations.


Jomarc Financial Group, Inc. serves both business owners and individuals in the following ways;


Indviduals                               Business Owners

                       * Retirement Planning            * Business Succession Planning

                       * Helping to Reduce              * Employee & Executive Benefits

                          Income & Social Security   * Income Tax Planning

                          Taxes, When Possible        * Business Document Review

                       * IRA Recovery Planning

                       * Estate & Legacy Planning

                       * Charitable Planning

                       * Medicare Planning


Products & Services Used in Developing Our Strategies

* Full Brokerage Services for Security Related Investments

 * Annuities & Cash Value LIfe Insurance

* Revocable & Irrevocable Trusts

*Buy-Sell Agreements (for business owners)

*Thorough knowledge of the Internal Revenue Code 


  Representatives of AIC do not provide tax or legal advice.Please consult your tax advisor or attorney regarding your situation.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Feeling Powerful? Take It to the Bank

A Stanford University study found that people who feel powerful are more likely to save for long-term goals.

The Unpaid Army: Family Caregivers Face Challenges

About 1 in 4 U.S. workers age 25 and older provide unpaid care for a loved one who has health problems or is disabled.

Student Debt? These Programs Could Spell Relief

More student loan borrowers are expected to gain access to new federal programs designed to reduce monthly payments.

Mistakes People Make at Different Ages

People tend to face certain financial challenges during different periods in their lives. Here are some pitfalls to guard against.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck