JMAC Financial Strategies, LLC provides comprehensive planning for succession, estate, retirement, and employee benefits for small business owners — helping leaders protect what they’ve built.
We also partner with families and individuals to protect, plan, and prosper, building strong financial foundations for a confident future.
Share your dreams with us. Together, we’ll review your current plans to see what’s working well and identify any gaps. Then, we’ll discuss strategies and create a clear path forward — helping you take confident action toward your goals.
We believe that strong financial foundations allow you to live your dreams — in business, in family, and in life.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.


