Comprehensive Financial Planning
Preserve and transfer your wealth across generations with tax-efficient strategies.
Global clients around the world
20+
years of experience
800+
clients served
Millions
saved in taxes
8–15×
ROI based on average client results
Legacy Planning
Legacy planning is a financial strategy of passing on your assets to your loved ones, next of kin or your favorite charity. To ensure your assets are distributed in the future as you desire, planning must be done on your behalf today. A JMR advisor will help you reach a level of financial security that will allow you to live a comfortable lifestyle and accumulate wealth to leave as part of your legacy. In order to leave a legacy, you must first be able to build or amass such a legacy. As part of this planning process we will meet with you to determine your goals and objectives. To ensure clear communication, it is recommended that those parties that are to receive part of the legacy be involved in these planning meetings as well. To ensure your wishes are followed, these legacy preferences should then be put in writing, such as in a will. A key aspect of legacy planning is to limit or reduce any income tax liabilities that might arise as a result of these legacy distributions. Our financial advisors will work with our in-house tax experts to arrive at the most tax efficient process to distribute your legacy. We know you have worked hard to build this legacy. We will work just as hard to help preserve your assets and distribute the funds according to your objectives.
Comprehensive Financial Planning
At JMR Financial Group, our financial planning services go beyond traditional investment reviews. We take a holistic approach to your financial life, using advanced planning software that incorporates Monte Carlo simulations to assess your probability of success across thousands of market scenarios. This powerful tool helps us evaluate how likely you are to reach your financial goals—whether you’re saving for retirement, funding a child’s education, or planning your estate.
As life evolves and markets shift, it’s essential to revisit your financial plan regularly. Our financial planning process is designed to ensure your strategy remains aligned with your current goals, risk tolerance, and life circumstances. During your planning review, we’ll help you:
- Clarify and update your financial goals
- Evaluate your investment strategy and asset allocation
- Assess your risk tolerance and make adjustments as needed
- Review tax planning opportunities to reduce your overall liability
- Ensure your estate plan and beneficiary designations are current
- Analyze insurance coverage and needs
- Run probability-based simulations to test your plan’s resilience
Whether you’re starting a family, buying a home, preparing for retirement, or already retired, our financial planning services provide clarity and confidence. With our Monte Carlo analysis, you’ll gain insight into how your plan performs under a wide range of market conditions—giving you a realistic view of your financial future.
Let JMR Financial Group guide you through a personalized planning experience that empowers you to make informed decisions and stay on track. Contact us today to schedule your financial planning review. We proudly serve clients across all 50 states
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