About Us

Jay M. Ferrans, IAR

Jay M. Ferrans has over 25 years of experience in the retirement planning field. He has had the privilege of meeting with thousands of people who were nearing or already in retirement. As President of JM Financial & Accounting Services, LLC, Jay helps seniors protect and preserve what they worked so hard to accumulate over their entire lives. He understands that seniors cannot afford to waste valuable retirement years trying to recover from the dips in the market.

Clients often commend Jay for the methodology he employs which makes planning understandable, effective and enlightening. His philosophy is that the right planning allows clients to maximize income, reduce or eliminate risk and plan a meaningful legacy derived from the heart. To meet each client’s unique needs, Jay has designed a process in which he works closely with them to build a plan specific to their own retirement.

From 1999 to 2002 he served the state of California by sitting on the board of the California Partnership for Long Term Care, and innovative program of the State of California Department of Health Services. During 2011 and 2012 Jay served as a member of the board for the Gathering Inn, a Christian based non-profit that gives the homeless a ‘hand up, not a hand out’.

Jay was born and raised in Detroit, Michigan. As the son of a Detroit Police Officer he learned the lessons of hard work, strong ethics and family. Jay attended the University Of Michigan School Of Business. Jay, his wife Mari and son Jacob live in White Lake, Michigan.

His philosophy is that the right planning allows clients to maximize income, reduce or eliminate risk and plan a meaningful legacy derived from the heart.

Our Firm

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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