Broker Check

Community Experience

At JML Financial Group, we offer clients the following:

JML MONTHLY NEWSLETTER & INTERVIEW ACCESS

  • Uncommon Insights to building and protecting wealth.
  • Access to the JML’s Resource Center interviews and professionals.

3 MONTHLY COACHING CALLS TO ENTREPRENEURS, FAMILIES, YOUNG ADULTS

  • Hear from our team members and strategic alliances first hand.
  • Relevant updates and insights on current economic issues.
  • Questions and answers to common questions and challenges.

JML FINANCIAL RESPONSIBLE WEALTH ESTATE DIRECTORY

  • Helps identify and document all key contacts.

QUARTERLY PERSONAL CALLS

  • Opportunities for you and our team to identify areas of relevance for you and your personal areas of interest.
  • Personal one on one opportunity to have personal questions addressed.

INDIVIDUALIZED PROFESSIONAL ACCESS

  • Opportunities to visit with a responsible wealth professional for updates and to answer personal questions on money and finance.
  • Advisors: Including CPA’s, Mortgage, Real-estate and Bank Finance.

INVITATION TO JML FINANCIAL WEALTH EVENTS:

  • Symposiums and workshops, including Financial Wellness 1 & 2.
  • Exclusive seminars & functions, including ABA – Athletes & Business Alliance.
  • Join us at our symposiums to hear from the experts on wealth management, new trends, opportunities and strategies.
  • Get answers to what concerns all of us on money and finance.