JMS Financial Services

Jack M. Schwartz has been providing investment advice and financial services to individuals and businesses in Salina and the surrounding area for more than 27 years. JMS Financial Services, located in Salina, was established in 1993 to help investors meet all of their financial challenges.

We do this by using a total wealth management approach. Each area is important individually, but managing them collectively is one of the most important factors in your overall financial success.

Our approach to investing can help you reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

Our products and services include:

Estate Planning - for preservation of wealth from generation to generation

Variable and Fixed Annuities - for tax deferred growth potential

Municipal Bonds - to protect your hard earned money from taxes

Investment Portfolio Analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

Proactive Asset Management - using sector rotation and dynamic asset allocation

Representatives of JMS Financial Services sell securities through NEXT Financial Group, INC.

A financial adviser's job is to pare down the choices - more than 26,000 mutual funds, plus thousands of annuities, insurance options and individual securities - to those that fit your parameters. By identifying appropriate options - including ones that are difficult to discover on your own - and focusing on your objectives, an adviser can save you considerable time and effort.

A qualified financial adviser can build long-term strategies that balance your financial objectives and constrains, your time horizon and your tolerance for risk, then measure them against your short-term and long-term goals.