Our Goal is Strategies & Solutions

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 At Jomarc Financial we work with legal, tax and insurance professionals to 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 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 

 

*INVEST Financial Corporation does not offer tax or legal advice. Please consult your tax advisor or attorney regarding your situation.