Secure Your Family’s Financial Future Today – Start Planning with Confidence

A personalized strategy for your financial security

When it comes to money, lots of people find it tricky. You might pay your bills every month and try to save for later. But, there's only a certain amount of money you can use, and planning for the future can feel really big and tough.

One big thing to learn is the difference between things you "want" and things you "need." It sounds easy, right? A "need" is something super important that you have to have to live, like food and a home. A "want" is something you would like to have, but you don't really need it to live. Sometimes, it's hard to tell them apart, especially when it's about stuff for your family. Being good with money is all about the choices you make over a long time. You have to think about what you really need and what's just nice to have. This helps you be smart with your money now and for later.Button

What the Financial Needs Analysis Covers

INCOME PROTECTION

Ensure your family’s financial security – even when the unexpected happens

Dad with his kids
Dad with his kids
Older couple, retired

RETIREMENT PROTECTION

Tells you how much money you should save to have enough when you retire

older couple retired

DEBT SOLUTIONS

Discover how you can eliminate your debt faster without sacrificing your savings

debt
debt
student

EDUCATION FUNDING

Tells you how much different schools will cost for your kids and gives you ideas on how to pay for it

student

FINANCIAL INDEPENDENCE

Gathers all your details and gives you clear steps to start your plan

Highway, freedom
Highway, freedom

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Watch How Our Personalized Financial Analysis Can Transform Your Future

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

10008 N Dale Mabry Hwy Ste 100-S, Tampa, FL 33618, USA

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