JM Investment & Retirement Services
JM Investment & Retirement Strategies offers individuals and small business fresh thinking via independent, objective & experienced financial management and advice.
Our products and services include the following:
- Access and guidance in managing portfolios of stocks, bonds, ETF's, mutual funds, unit trusts, limited partnerships, alternative investments, options, REITs, Oil & Gas private placements, managed futures, tax-deferred annuities and more
- Small business retirement planning through the creation of SEP, SIMPLE, 401k, IRA, Roth IRA and annuities (both fixed and variable)
- 401k Rollover service, portfolio design, and management
- Investment risk management and diversification analysis
- Individual & family retirement planning
- Insurance planning and comparison shopping
- Retirement income planning
Our experience is designed to help you answer the following questions:
- How can I pursue growth while also seeking to protect my portfolio?
- How can I reduce my exposure to risk?
- How are today's dynamic global economic changes going to influence my investments and financial planning strategies?
- What strategies are useful in avoiding taxation?
- What vehicles are available in seeking to maximize my retirement savings?
- How can I seek to preserve my assets or retirement income stream?
- Do I have the right amount of life insurance? Who has affordable rates?
- How will changing interest rates affect my investment strategy and long term planning?