"Individual Personal Attention"

A Unique Company

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

 Jomarc Financial Group Inc., created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

View the following 12 minute video to learn how to become your own banker.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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 →

Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

More Newsletters →