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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
A quick look at how federal income taxes work.
Do you understand these common mobile slang terms?
Ascertaining the value of your business is important for a variety of reasons.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.