Is The Jamrog Group a Fit for You?
Individuals & Families in Transition
Do you find yourself at a crossroads in life and need to make some pretty important decisions? Let our team help you during this critical moment in your journey. Important "transition” events include:
Loss of a job or embarking on a new career
Marriage or remarriage
Divorce
Buying or selling a company
Becoming empty-nesters
Preparing for retirement
Coping with the death of a loved one
Inheriting wealth
Business Owners
When you’re the business owner it’s difficult to separate your personal planning from the complexities of your company. You may find this to be a constant challenge. We think it can be your biggest advantage. Let us show you how to maximize all the perks that come with owning your own company:
Learn creative ways to provide benefits for yourself and key employees.
Pair your philanthropy with your company values to impact your community.
Should you save on taxes today, or save on taxes in the future? We’ll help you make sense of these two critical choices.
When it’s time to exit, are you prepared for your transition? Let’s talk about your succession plan.
We also coordinate the details of your plan with your attorney and accountant to make sure everyone on your team is aligned.
Medical Professionals
You’re a doctor. Perhaps your spouse is too. That means you’re smart, busy, and likely stressed. You’re dealing with the complexities of a changing healthcare system, managing patient outcomes, fighting for reimbursement, and trying to still provide top-notch medical advice. That’s why you need us.
We specialize in working with people like you.
We have dedicated decades of time to becoming experts in our field.
Whether you are in private practice or part of a larger system, we can help you optimize your benefits and business opportunities.
We understand the demand on your time and your conflicting goals.
We won’t waste your time or your money. We’ll manage your plan and your priorities so you don’t have to worry or second-guess yourself anymore.
Corporate Executives
Your career is your passion and the source of your ultimate financial freedom. But sometimes it’s difficult to juggle benefits, stock options, and deferred comp choices with the demands of your job, family and community. We understand you. When you work with us you’ll get:
A written financial plan, access to interactive planning software, a strategy for accomplishing your goals, and a list of specific recommendations for each priority in your plan.
A team of professionals who will help ensure your benefit elections are up-to-date, your assets are allocated properly, and you’re maximizing your RSUs and stock options.
Reduced stress knowing you don’t have to manage this project yourself. We will coordinate you, your spouse, your attorney and your accountant to get everyone on your team aligned.