"Individual Personal Attention"

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

 

 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.

 

 

For FREE access to our extensive library of articles and newsletters, which is updated on a monthly basis, please register below using your e-mail address.

 

                                         **Registration Coming Soon**

 

 

 

 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 →

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

“I’ll Do It Later” — Why People Procrastinate

Procrastination can have far-reaching effects on important activities and decisions, such as saving for retirement.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

Interested in Interest Rates

Interest rates are expected to rise in 2015. Test your interest-rate knowledge by taking this short quiz.

More Newsletters →