The JM Financial Planning Group, LTD.
The JM Financial Planning Group, LTD. is a financial planning firm that serves clients throughout the United States. Founded in 2001, the company has over 20 years of experience providing professional financial guidance to individuals and businesses of all sizes.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services
- Creates customized investment portfolios tailored to clients’ needs and goals
- Offers guidance on retirement planning, tax strategies, and risk management
- Provides ongoing support and monitoring of client’s financial plans
Facts and Insights
The following table showcases the assets under management, number of advisors, and time in business for The JM Financial Planning Group, LTD.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
The JM Financial Planning Group, LTD. offers a wide range of financial services to meet the needs of its clients. These services include:
- Investment planning and management
- Retirement planning
- Tax planning and strategies
- Estate planning
- Insurance planning
Client Types
The JM Financial Planning Group, LTD. serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation
The JM Financial Planning Group, LTD. is a fee-only advisor, which means they are compensated solely through client fees and do not receive commissions for recommending certain products. These fees are based on a percentage of assets under management and are disclosed and agreed upon with the client before any services are provided.
Background
The founder of The JM Financial Planning Group, LTD., John Miller, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). The firm’s team of advisors also hold various certifications and have extensive experience in the field.
Financial Advisor Disclosures to Know
The JM Financial Planning Group, LTD. believes in transparency and strives to maintain a clean track record. They have no legal or disciplinary disclosures to report, and they are committed to upholding high ethical standards in all aspects of their practice.