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Divider15233 Ventura Boulevard
Suite 220
Sherman Oaks, CA 91403
(818) 788-3222
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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