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About JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC is a financial advisory firm that helps clients achieve their financial goals and plan for their future. With a team of experienced professionals and a wide range of services, JMAC is dedicated to providing personalized financial guidance and investment solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance
- Offers a wide range of investment solutions
- Dedicated to helping clients achieve their financial goals
Facts and Insights
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC has been in business for over 10 years and manages over $50 million in client assets. The firm has a team of 5 advisors who are committed to providing high-quality financial advice and services to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | Over 10 years |
Financial Services Offered
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC offers a comprehensive range of financial services to help clients with all aspects of their financial life, including:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Professionals
- Retirees
Fees & Compensation
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC operates on a fee-based model, meaning that the firm charges a percentage of assets under management as its fee. This ensures that the firm’s interests are aligned with its clients and allows for transparency in fees and compensation.
Background
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC was founded by John M. Adams, who has over 20 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and holds several other certifications, demonstrating his expertise in the field. The JMAC team is also made up of experienced professionals who are dedicated to providing exceptional service and advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC has a fiduciary duty to act in the best interests of its clients. This means that the firm must always put its clients’ interests first and avoid any conflicts of interest. The firm also has a strict code of ethics and regularly discloses any potential conflicts to its clients.