Our Firm
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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
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Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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