Broker Check

JML Financial Group - Cherry Hill, NJ

 

Our Services

At JML Financial Group, we offer professionals, individuals, families, and business owners comprehensive services designed to help them build, protect, and preserve their wealth.

Protection Planning

We believe protection is central to every financial strategy. Having the right insurance can help make this happen. Regular reviews of insurance policies protecting life, property, health, disability, long-term care, and other programs can ensure against losing income, savings, retirement and even your home. We can evaluate a client’s current risk plans to determine if they adequately meet their needs at whatever stage they are in life. In developing a comprehensive financial strategy, we help clients address their insurance needs and assess appropriate options, including:

  • Life Insurance
  • Term Insurance
  • Universal Life
  • Variable Life
  • Permanent Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance*
  • Annuities

Financial Planning Strategies

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We can assist clients with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Tax Strategies
  • Medicare Planning
  • Risk Management
  • Money Management
  • Cash Flow Analysis

Investment Management

Without a forward-thinking plan delivered by a dedicated and knowledgeable team, it may be difficult for you to pursue your goals. Through our investment and portfolio construction, we assist clients with:

  • Bonds
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • 529 Plans
  • Government Securities
  • Brokerage Accounts
  • Coverdell ESA
  • Alternative Investments
  • Variable Annuities
  • Traditional, Roth, SIMPLE, and SEP IRAs

Business Planning Strategies

We can assist business owners tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Non-Qualified Deferred Compensation
  • Succession Planning
  • Cash Flow Distribution
  • Group Medical**
  • Group Dental
  • Group Vision
  • Cafeteria Plans