Any plan should start with your dreams and aspirations. At JM Financial & Accounting Services, you’re more than just a client, you’re family. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen.
Once we’ve established what it means to live your life in perfection, we begin the plan of action to move towards reaching those goals. We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term retirement strategy customized to your unique needs for long-term success.
Our clients’ interests and dreams are what makes our business. After you’ve received your customized plan, the rest of the work is left to us. The primary objective of this phase is to successfully implement your retirement and planning strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Securities sold through CoreCap Investments LLC, a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors LLC, a registered investment advisor. Sleep Well Retirement is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Sleepwell Retirement.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult your own qualified professional for specific information regarding your induvial situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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