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JOMARC Financial Group, Inc

14455 Marsala Way
Naples, FL 34109
Phone:
  • (239) 254-7917
Fax:
  • (877) 724-9213

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Please feel free to contact us with any questions.

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Our Goal is Strategies & Options

CALL NOW TO SET UP A COMPLIMENTARY TELEPHONE INTERVIEW AT 239-254-7917 EXT 1

 

 At Jomarc Financial we work with legal, tax and insurance professionals to focus on developing financial plans for individuals focused on safety, tax reduction strategies 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 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 

 

*Jomarc Financial and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.