"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.