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Financial Planning

Comprehensive Financial Planning: What is it Anyway?

Submitted by JMB Financial Managers on October 8th, 2018

When it comes time to create a roadmap for your financial future, you hear the term “comprehensive financial planning” thrown around often, whether it’s during your research of reliable sources or in talking with a Certified Financial Planner®.

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Start Budgeting Today, Every Collar Counts!

Submitted by JMB Financial Managers on June 10th, 2018

Budgeting is the best way to take control of your personal finances and begin down a path towards financial freedom. Easy enough right? Not quite. Budgets pose many challenges; the most common being creating one, followed closely by following through and sticking to a budget.

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5 Practical Money Gifts to Give this Holiday Season

Submitted by JMB Financial Managers on December 13th, 2017

With Christmas approaching in just a matter of weeks, you might find yourself wondering what to get your loved ones this holiday season. Luckily, I’ve got a few ideas for you.

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  • 6 Hutton Center Drive, Suite 1280 Santa Ana, CA 92707
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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