"Individual Personal Attention"

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 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.

More Calculators →

Enforcement Programs Aimed at Small Businesses

While small biz strive to comply with the federal tax code, certain practices could attract attention from the IRS.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →