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Financial Needs Analysis
The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that we serve.
Life Insurance
You may be wondering, "Do I even need life insurance?" If anyone is depending on your income or if you have obligations (debt, mortgage, etc.) that would fall to someone else to handle if you were to die, then the answer is, "Yes."
Investments
We help Main Street families invest for the future. While many financial professional aren't interested in working with the middle class, we are committed to helping Main Street families save and invest for their short-term and long-term goals.
Financial Needs Analysis
The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that we serve.
Life Insurance
You may be wondering, "Do I even need life insurance?" If anyone is depending on your income or if you have obligations (debt, mortgage, etc.) that would fall to someone else to handle if you were to die, then the answer is, "Yes."
Investments
We help Main Street families invest for the future. While many financial professional aren't interested in working with the middle class, we are committed to helping Main Street families save and invest for their short-term and long-term goals.
Complete Our Free Financial Health Assessment
Complete Our Free Financial Health Assessment
About Us
After working with hundreds of families, we've found that most families don't need any more financial products, they need a clear understanding of where they are at, and the financial strategies to help them achieve their financial goals and dreams!
We focus on educating our clients on the financial concepts needed to achieve financial success, and implementing strategies to help them achieve their goals.
The Problem Most Families Have
Taking control of your financial future can feel overwhelming. And, if you're like most people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.
If this sounds familiar, you're not alone! For many years, we have educated families just like yours on simple financial concepts as part of our HOW MONEY WORKS concepts.
Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions that can help you achieve your financial goals.
WE DON'T HAVE CUSTOMERS...
We Have RAVING Fans!
HOW WE HELP FAMILIES
Finally: A Proven Path to Financial Freedom for Families Like Yours
Discover How We’ve Helped Thousands of Families Escape Debt, Grow Wealth, and Secure a Stress-Free Retirement—Starting Today!
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Our mission at J&M Financial Services is simple: to empower families to achieve financial peace of mind. We achieve this by upholding values like integrity, trust, and an unwavering dedication to your financial success.
10008 N Dale Mabry Hwy
Ste 100-S
Tampa, FL 33618
888-681-7506
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