Products & Services

Investment Watchdog

The investments in your personally designed portfolio are continually monitored and assessed throughout the year. Analysis of your investments and income needs, now and for the future, are re-evaluated during each meeting to determine any changes.

Services Offered

Asset Management
Financial Services
Real Estate Investment Trusts
Estate Planning
Retirement
Fixed-rate Annuities
Income Annuities
401(k) & IRA services
Alternative Investments
Social Security & Pension Advisory
Insurance: Life, Long-term Care and Disability
Investment Guidance for Trustees

Technology, Protection and Confidentiality

Secure and compliant-approved, offsite data imaging system assures our clients' most personal information is protected.
Client-friendly newsletters and calculators available on jmiFinancial.com.

Comprehensive Financial Planning

Asset & Wealth Management

Valuable and diverse experience brings time-tested capabilities of asset and wealth management.

Estate
Planning

We work closely with our clients' legal and tax professionals coordinating all their information to create a complete and comprehensive plan.

Insurance

As independent brokers, we are not limited to specific insurance products or companies. We obtain the most competitive quotes for life insurance and fixed-rate annuities.

Network

Through our solid long-term relationships with other professionals, we connect our clients with many other valuable services.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

john@jmifinancial.com | (727) 771-1200