(888) 851-8137

small business planning

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

Small Business Planning

We specialize in helping small businesses succeed. We provide a variety of services that can alleviate the headaches, lower costs and build loyalty.

We offer:

Qualified plans
Employee benefits
Employee education
Executive benefits
Succession planning
Stock option planning
Buy sell funding
Business transfer

©2011 JMB Financial Services Group, LLC | 1301 W Long Lake Rd, Ste 340 | Troy, MI 48098-6349 | Phone: (248) 641-7233 Toll Free: (888) 851-8137 | Fax: (248) 283-8110 | Website by: GLO | Home | Our Services | Financial Planning | Tax Planning | Small Business Planning | Your Team | Account Center | Success Stories | Contact Us

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of DC, FL, GA, IL, MI, MN, TX, VA, WI. No offers may be made or accepted from any resident outside these states.