JMB WEALTH MANAGEMENT, INC.
Retirement Plan Specialists
JMB’s team approach is providing to our clients the utmost in service, fiduciary advice and top education while reducing liability with respect to fulfilling retirement goals both on a company level and to individual employees.
We consistently maintain the highest standards in investment and retirement knowledge allowing our clients to focus on their own companies.
Working with the right
Adviser is the difference between you being
"in or out"
of the retirement plan business.
Hint: We're "in" the retirement plan business.
RETIREMENT PLAN CONSULTING
As an employer, your company shoulders a major responsibility. You need to monitor investments, keep up with legislative changes, ensure your plan is administered properly, educate plan participants, and make sure the plan has the power to inspire employees to reach their retirement goals. Is this something you have the time and resources to do alone?
Maintaining an appropriate retirement plan for your company often seems like an impossible task, especially when you consider everything else that goes into running a business.
For our advisory team, it’s all in a day’s work. We are a valuable ally and time-saving resource, helping you develop and maintain a solid strategy for your retirement plan. You will receive personalized attention and involvement at the level you need and want. By working with our advisory team, you will gain the following benefits:
· An independent evaluation of your company’s retirement plan needs
· We act as 3(21) Fiduciaries to your plan
· We use best practices and our knowledge to reduce your Fiduciary Liability
· We have targeted, flexible solutions
· Thorough Vendor Analysis and Fee Negotiation
· Ongoing education, services and support
· Investment education and One on One Meetings with participants
· Consultation on Plan Design and law changes
· Experienced in problem solving with respective vendors and administrators
· Independent investment analysis
· Fee Analysis and Benchmarking
LPL Registered Principal
Started in financial industry in 1987
St. John's University, NY B.S. Marketing
UCLA MBA Extension School - Certificate in Behavioral Finance
Accredited Investment Fiduciary
Director - Client Services
Started in financial industry in 1993
Licensed held at LPL
Series 6, 63
KELLY ANN BARRY
Started in financial industry in 1985
Loyola Marymount University
Licensed held at LPL
Series 7, 63
Check the background of investment professionals associated with this site on FINRA's BrokerCheck'. http://brokercheck.finra.org
Marketing & Reporting
FIDUCIARY ADVICE & ANALYSIS
We have the experience and knowledge to create a plan design that is streamlined for your business. We incorporate the flexibility you need to match your ever changing business environment. We are your retirement plans advocate. We provide plan sponsors with Investment Monitoring, Fee Bench Marking, Best Practices, Plan Design, Vendor Fee Negotiations and a Reduced Time in performing 401(k) tasks.
Our goal is to reduce your fiduciary exposure to the lowest point possible
and get you out of the retirement plan business!
During Trustee Review Meetings we will review industry legislation, investment allocation and performance, and plan demographics; as well as discuss the latest trends in design.
We will give you the documentation and processes necessary to meet your fiduciary obligations for the plan.
Annually we will benchmark your plan and provider to see if you are in line with industry standards.
Your companies Financial Wellness is important to us. That's why education is so important. We listen to you and work with you to develop your own tailored participant educational meetings that address your employees' need for understanding investing and their retirement plan. Your customized communication meetings will outline an approach for your organization to address various goals and needs. We have the knowledge and skill to conduct them personally, this way your employees get to know us.
We do not "Farm Out" education to the record-keepers enrollers
You and your employees can also call or email us at anytime for help. We also recommend onsite "One on One" meetings for participants annually at no additional cost. Areas that we include:
Helping employees understand the benefits of their retirement plan
Suggesting options to maximize participation to help pass discrimination tests
Providing information to help increase deferrals
Helping to explore appropriate asset allocation
Offering ongoing education about retirement planning
We enjoy working closely with you to not only assess your plan’s need for re-enrollment meetings but also to coordinate, conduct and deliver the meetings. This is what sets us apart.
Our goal is to make your employees "Retirement Ready"
Securities and advisory services offered through LPL Financial, a Registered Investment Adviser, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states:
CA, DE, FL, HI, IL, KS, NC, NJ, NV, NY, VA
25500 Hawthorne Blvd # 2100, Torrance, CA 90505, USA
(310) 791-401K (4015)