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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.

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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Preparing for the Expected

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Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Managing the Risk of Outliving Your Money

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Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

See how much you may need to save now to cover future college costs for your child.

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Compare different mortgage term lengths side by side to find the option that fits your budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

To Buy or Not to Buy

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

When Do You Need a Will?

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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