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Our Firm

Professionalism with the Personal Touch

Client Centered

Putting Our Experience To Work For You

As a boutique operation, we personalize our clients' portfolios based on their individual situations. As an indpendent firm, JMI Financial Group is able to offer access to a wide variety of products and services. While utilizing our extensive resources, we stay informed of the most recent changes in the ever-evolving financial environment.

Suggested Content

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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