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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
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- Variable and Fixed Annuities - for
tax deferred growth potential
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- Municipal Bonds - to protect your
hard earned money from taxes
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- Investment Portfolio Analysis - to keep
you informed of how your investments are performing, and to make
adjustments as needed
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- Proactive Asset Management
- using sector rotation and dynamic asset allocation
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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.
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