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A Different Approach For Those Who Think Different

In a world full of noise, pushy products, and advisors who work for commissions instead of people, JMB was born with a simple premise:

Strategy wins.

Clarity protects.

Awareness multiplies.

We don't guess. We don't follow narratives. We build real financial architecture: precise, intelligent, and designed for those who think long-term.

Austin, Texas

Our Process

A clear, elegant system designed for families, professionals, and business owners.

STEP 1Complimentary
Introduction
A brief conversation to understand your goals, concerns, and what brought you to JMB. This meeting ensures alignment, clarifies expectations, and gives you a sense of our approach before we begin any planning. Simple, comfortable, and focused on you.
STEP 2Complimentary
Discovery
A deeper dive into your current financial landscape — income, assets, insurance, retirement accounts, business structure, and long-term goals. We gather the information needed to properly evaluate your situation and identify opportunities. Clear questions, no pressure, and full transparency.
STEP 3Complimentary
Strategy Session

This is where everything comes together.

We present your personalized Financial Architecture Blueprint, outlining:

  • risks we identified
  • potential gaps
  • tax-efficient opportunities
  • protection needs
  • investment alignment
  • estate & legacy considerations

You walk away with a clear picture of how to improve your financial structure — even if you choose not to work with us. Value first. Always.

STEP 4Fee-Based / Commission-Based
Implementation

Once the strategy is approved, we execute it with precision.

This may include:

  • opening custodial accounts
  • implementing investment portfolios
  • obtaining insurance solutions
  • establishing trusts or entities through our legal partners
  • restructuring retirement or business plans

Our team coordinates all moving parts so the process is smooth, compliant, and time-efficient. You decide the pace — we handle the complexity.

STEP 5Ongoing Relationship
Review & Optimization

Your life evolves. Your plan should too.

We schedule regular reviews (quarterly or annually depending on your needs) to:

  • monitor performance
  • rebalance portfolios
  • update tax strategies
  • adjust protection needs
  • refine legacy planning
  • evaluate major life changes

This ensures your plan stays aligned with your goals, the markets, and your family's future. Your strategy becomes a living system — not a one-time plan.

Our Services

Financial Solutions Tailored to You

We offer a wide range of financial services designed specifically for families, professionals, and business owners in Texas.

Investment Planning
Personalized investment strategies to maximize your returns and minimize risks.
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Retirement Planning
Secure a comfortable future with retirement plans designed for your specific needs.
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Tax-Free Investments
Maximize your gains with tax-efficient strategies and optimized investment vehicles.
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Asset Protection
Safeguard your family wealth with comprehensive protection and insurance plans.
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Medicare/Medicaid & Insurance
Specialized guidance on health benefits and insurance for you and your family.
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Estate Planning
Protect your family's legacy with comprehensive estate planning strategies.
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About Us

Your Partner in Financial Success

With years of experience serving families and professionals in Texas, we understand the unique challenges you face when planning your financial future. Our commitment is to provide you with personalized guidance tailored to your specific needs and goals.

We specialize in helping families, entrepreneurs, and professionals build and protect their wealth through proven financial strategies and innovative solutions.

Proven Experience
Years of experience helping families achieve their financial goals.
Personalized Attention
Service focused on your unique needs and cultural values.
Measurable Results
Proven strategies that generate growth and financial security.
Testimonials

What Our Clients Say

"Excellent service. They helped me plan my retirement clearly and professionally. Highly recommended."
- María G.
"Thanks to their guidance, I was able to protect my business assets and optimize my investments. Very professional."
- Carlos R.
"They helped me understand Medicare and find the best plan for my family. Exceptional service."
- Ana L.
"Working with JMB transformed how I think about wealth building. Their tax strategies saved me thousands."
- David M.
"Finally found advisors who actually listen and care about my family's future. Their estate planning expertise is unmatched."
- Sarah P.
"The personalized approach and attention to detail is what sets JMB apart. They truly understand business owners."
- Roberto H.
"After years of mediocre financial advice, JMB's strategic planning helped me reach my retirement goals ahead of schedule."
- Jennifer K.
"Their comprehensive approach to asset protection gave me peace of mind. I know my family is secure."
- Michael T.
"Excellent service. They helped me plan my retirement clearly and professionally. Highly recommended."
- María G.
"Thanks to their guidance, I was able to protect my business assets and optimize my investments. Very professional."
- Carlos R.
"They helped me understand Medicare and find the best plan for my family. Exceptional service."
- Ana L.
"Working with JMB transformed how I think about wealth building. Their tax strategies saved me thousands."
- David M.
"Finally found advisors who actually listen and care about my family's future. Their estate planning expertise is unmatched."
- Sarah P.
"The personalized approach and attention to detail is what sets JMB apart. They truly understand business owners."
- Roberto H.
"After years of mediocre financial advice, JMB's strategic planning helped me reach my retirement goals ahead of schedule."
- Jennifer K.
"Their comprehensive approach to asset protection gave me peace of mind. I know my family is secure."
- Michael T.

Ready to Take Control of Your Financial Future?

Schedule your free consultation today and discover how we can help you achieve your goals.