A complete list of active advisors currently associated with The JM Financial Planning Group, Ltd.
Warmer can help you find a great advisor at The JM Financial Planning Group, Ltd. or one who fits your needs even better.
The JM Financial Planning Group, Ltd. is a small advisory firm that delivers portfolio management and comprehensive financial planning primarily for individuals and high‑net‑worth clients, and it also provides advice on employer‑sponsored retirement accounts and related pension matters. Services include both discretionary and non‑discretionary asset management as well as written financial plans and periodic plan updates. The firm establishes client strategies from documented goals and risk‑tolerance assessments, relying on fundamental analysis, asset allocation and regular monitoring; it may execute trades under a limited trading authorization or obtain client approval on each transaction. For planning engagements the firm uses alternatives to asset‑based billing, offering flat‑fee plans and hourly work for specific reviews. Distinctive aspects disclosed in the brochure include that the firm’s principal is also licensed as an insurance agent and a registered representative of a broker‑dealer, and the firm sells commissioned insurance products in addition to providing advisory services. The brochure also notes the firm advises on 401(k)/retirement plan investments, discloses potential commissions and affiliated business relationships, and reported no assets under management at the initial filing.
To learn more about the advisors currently working at The JM Financial Planning Group, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mundelein, IL
| 30
|
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