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Divider15233 Ventura Boulevard
Suite 220
Sherman Oaks, CA 91403
(818) 788-3222
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome To JHM Wealth Management, Inc

At JHM Wealth Management, Inc. we work with our clients as knowledgeable and trusted advisors to assure them their unique objectives will be addressed through all stages of life.

Our customized approach to wealth management is simple - one that’s built on a personal relationship with the client and shaped by an understanding of their financial needs and aspirations. We realize that no two clients are alike which is why we strive to create investment strategies to best address each client’s individual needs.

Choosing the right professionals to manage your wealth is one of the most important decisions you will ever make. We have a strong commitment to service excellence, combined with a powerful independent platform, recognizable industry credentials, and a promise to always act in the best interest of our clients.

In today’s challenging investment climate, never has it been more important for an advisor to provide their client with consistent communication and accessibility. We make it a priority to take the time to meet with our clients to ensure they have a thorough understanding of their situation and of the investment strategies that we are providing to them. Our high level of service has earned us the trust and loyalty of our clients

By being an independent financial advisor with LPL Financial, we are able to offer our clients the advantage of truly personalized and unbiased advice. LPL Financial does not offer any proprietary products so there are no quotas to be met. This allows us to make sound financial recommendations based solely upon each client’s individual situation.

Always putting our clients best interest first has allowed us to gain the trust of our clients over the years, build solid relationships and build our business entirely on referrals

Please do not hesitate to contact our office to see how we can be of value to you.

Helpful Content

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The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Estate Management Checklist

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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

TIPS for Inflation

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Estimate your monthly and annual income from various IRA types.

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Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

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A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Using smart management to get more of what you want and free up assets to invest.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprises

Making the most of surprises is a great reason to work with us.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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