FJM FINANCIAL
Professional Consultants
Whatever changes you’re hoping to make or goals you’re trying to achieve, we’ll provide you with sound advice and professional guidance every step of the way. Take a look at our site and see all that we can do for you today.
Bio
Our Story
We help individuals from all walks of life with financial & retirement planning, insurance services, and tax advisory. From strategic planning to innovative solutions, our focus is always on building genuine, results-driven relationships with each of our clients. We’ll work with you to create a customized plan of action to grow and protect your wealth. Get in touch to learn more about our vision and consulting approach.
Services
Your Strategic Partner
Financial & Retirement Planning
We all have some concerns when it comes to our finances and our retirement. Would you like help crafting a plan that accumulates as much wealth as possible in a tax favorable way? Let's schedule a meeting.
Insurance Services
Did you know that the right life insurance can serve as both an investment in your retirement and protection for your loved ones? We'd love to educate you on some fantastic products. It will take
less than 30 minutes of your time.
Tax Advisory
Single, married, or head of household? LLC, S-Corp, or C-Corp? Own a house or a business? Or both? We give sound tax advice to a wide range of clients, and help prepare returns in some cases. Let's discuss your needs.
Testimonials
FJM Financial has been helping me prepare my personal and business taxes for seven years. As I approach retirement, they are ensuring I have everything I need in place. Frank listens, he's thorough, and he's quick to respond when I have a question.
Joey D.
FJM Financial educated me on life insurance and how I could build substantial cash value with an index universal life policy. He put me on the right track for my retirement!
Karina A.
I've worked with Frank and Russell at FJM for eight years now. When I received stock options from my Company last year, they helped guide me toward making the best financial decisions for myself and my family.
Ivan G.
Frank at FJM taught me all about stock options and how to maximize yield on stocks I already own. Now that I'm about to start a family, Russell is helping me find the life insurance policy that's right for me.
Zach N.
