At JML Financial Group, we work with a number of small and mid-sized business owners, many of whom are in the medical and accounting industries. Whether they have one or one hundred employees, we understand the many number of hats business owners have to wear, from growing their business to making financial decisions to managing the day-to-day operations. Our goal is to serve as a point person for business owners, helping them manage a number of financial issues they face.
Many business owners want to offer their employees a retirement plan, but aren’t sure how to implement one that is competitive and affordable. We can help clients determine an appropriate retirement plan, whether it’s a 401(k) or IRA, as well as group benefits. Our goal is to determine an option that benefits both the employer and employees. We can also assist business owners with a number of other services, from cash flow distribution to succession planning and buy/sell strategies.
Among our clients who are accounting practices, we not only work with the business owner, but also their clients, serving as a trusted resource for objective financial guidance and advice that aligns with the clients’ current tax strategies.
As a business owner, there is only one direction -- forward. At JML Financial Group, we are here to make sure that this is the only direction you, your family, and your business go!