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financial products
Our Services
Value-added Services
  • Custom Asset Management through LPL Financial
  • Annual and Quarterly
    Portfolio Reviews
  • Tax Planning Sessions
  • Income Generation & Distribution
  • Estate Planning Review
  • Beneficiary Review & Update
  • Weekly Market Commentary
  • Quarterly Financial Commentary
  • Current Event Analysis

Financial Products

JMB Financial offers a variety of financial products including:

  • Custom asset management through LPL Financial
  • Personalized financial plans
  • Fee-based asset management (offered through LPL Financial)
  • Mutual funds
  • Separate account management
  • Individual stocks & bonds
  • Managed futures
  • Real estate investment trusts
  • Equipment leasing programs
  • Oil and gas
  • Fund of hedge funds
  • Tax credits
  • Exchange-traded funds
  • Unit investment trusts
  • Variable and fixed annuities
  • Certificates of deposit
  • 401(k)/SEP/profit sharing plans
  • Life insurance
  • Long-term care insurance
  • Disability insurance