Who We Serve

Commercial Real Estate Brokers

We understand the challenges you face because your income is limited by the amount of time you have available.

This means that tasks such as tracking your expenses, bookkeeping and payroll, filing your taxes, handling 401(k) plan administration, and managing your investments eats up valuable time. This takes you away from marketing, filling your pipeline, closing deals and collecting brokerage fees.

By delegating these tasks to us, or asking us to coordinate them, you will have more time and energy to devote to generating income.

Independent Contractors

More than half of our clients are independent contractors; therefore, we understand the dual challenges you face of both running a business as well as producing business.

Often, the need to generate income, overshadows the need to run the business, moving this vital task to the back burner. This can lead to issues that rob you of large blocks of time that could be better spent producing workflow and results.

We understand that a large portion of your time cab be spent tracking expenses, invoicing, generating sales, and maintaining employee benefits and retirement plans.

By delegating operational tasks to JMB Financial Managers, or having us coordinate them for you, you will have more time to produce business and earn a higher income.

Small Business Owners | JMB Financial Managers

Small Business Owners

Everyone at JMB Financial Managers understands the challenges you face as a small business owner because we are a small business ourselves.

You enjoy being your own boss, setting your own schedule and achieving your own goals. Yet you find yourself bogged down in hiring and training employees, generating cash flow to pay the bills, administering employee benefit and retirement plans - not to mention trying to get work out the door.

The more time that you spend on those operational tasks, the less time you spend marketing, closing, and producing the businesses and therefore, less time you spend increasing your income.

We can take charge of these tasks, or coordinate them for you, which will free up more time you can devote to executing your business plan and earning a higher income.

Sales Representatives | JMB Financial Managers

Sales Reps

In our experience with sales representatives we have found that you have many responsibilities that take away from time that could be better spent increasing your sales.

A typical day can be spent finding qualified prospects, generating and closing sales, marketing, building and maintaining supplier relationships and managing your schedule. These daily tasks don't leave time for administrative duties such as filing your taxes, tracking your expenses, and managing your 401k, pension plan, or personal investments.

By handing over some or all of these daily tasks to JMB Financial Managers, that take away time, you would have more free time for client meetings, closing deals, and growing your income.

Manufacturer Reps

In working with manufacturer representatives we have come to understand the challenges you face on a day-to-day basis, number one being there is simply not enough time in the day.

The majority of your time can easily be spent checking your email, taking incoming calls, and handling administrative tasks when you should be spending your days identifying prospective clients, following up on referrals, helping customers select products, negotiating prices and contracts, and collaborating with the manufacturers you represent.

This leaves precious little time for managing your expenses, filing your taxes, caring for your 401k plan and other investments. JMB Financial Managers can take charge of these issues, providing you with more time to build relationships with customers and grow your business with fewer interruptions.

Medical Professionals

As a pharmaceutical or medical device company representative the majority of your time is spent traveling, maintaining your relationships with physicians, and adding value to your physicians practices. This creates a tug-of-war over how to best use your time.

Trying to develop new physician relationships, nurturing the ones you already have, and managing your personal finances, retirement accounts and investments becomes untenable. By delegating your personal financial tasks to us, you will have more time to meet with physicians and earn a higher income.

Executives

JMB Financial Managers understands the responsibilities you have that keep you from your personal life and personal finances. Your responsibilities to report to the board and shareholders, create, implement, and manage the vision of the company, coordinate with mid-management, and communicating with employees, leaves you with little to no time to spend attending to your personal matters. By delegating your personal finances to JMB you will have more time to commit to your work and to enjoy your personal life.

401(k) & Pension Plans

In our experience working with dozens of 401(k) Plans, we understand the challenges you face in offering a plan to your employees:

First, there is the need to keep up with the ever-changing Department of Labor regulations.

Secondly, there is the necessity to follow procedures laid out by the Internal Revenue Service.

Third, there is the requirement for providing a documented ongoing education program for your employees.

Staying on top of these tasks allows your employees to have a good experience with the plan, and increases employee retention. Failure to meet these fiduciary obligations often leads to lawsuits, which exposes both the employer and the persons responsible for the plan to individual liability.

Allowing JMB Financial Managers to partner with you in these responsibilities will shift much of the burden away from you and your company.

Non-Profit Organizations

As the board member of a non-profit organization you hope that the majority of your time and energy is spent on the implementation and accomplishment of your mission statement.

Tasks such as fundraising, marketing, gathering donations, and planning events that will help you reach your end goal should be your main priority. However, these activities can also distract you from focusing on how the endowment is performing and whether or not it will adequately support your mission.

By allowing JMB Financial Managers to manage your investments, monitor the growth of your endowment, and tie it back to the financial needs of your mission, you can focus on fundraising and promoting the cause your non-profit organization supports.

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