Products & Services

As an independent financial services firm, we have the ability to choose the companies that we feel offer the most suitable products and services for our clients. JMI Financial Group will only affiliate with the most respected companies that maintain the highest standards and ratings in the industry.

The following is a list of the products and services we offer to our clients:

For Individuals              

Fee Based Asset Management*                           

Estate Planning

Asset Preservation                                              

Annuities

Mutual Funds**

Life Insurance

Long Term Care Insurance

Disability

For Business       

401(k), Simple IRA, SEP, Profit Sharing

Deferred Comp., 412i & 419 plans

Buy / Sell agreement funding, Key Person insurance

Life Insurance, Executive Bonus

*Asset management is offered through Independent Financial Partners

**Mutual Funds are offered through LPL Financial.

Another key to our success is that we also have strategic business partners that can provide other resources for our firm and our clients such as Health or Property/Casualty Insurance, Legal and Estate planning, Tax planning, Mortgage or Real Estate Brokers, Trust services, Employee Leasing and Third party administrative experience.  We are not affiliated with any outside strategic partner. 

Click here to view and print out our

Investment Risk Tolerance questionnaire