Financial Services

Wealth means different things to different people. In a nutshell, wealth is measured by how long a person can financially support their lifestyle without working!


At JM Tax & Financial LLC, our goal is to become your trusted advisor for all your financial decisions. We achieve this by developing long-term, client-centered relationships. We provide reliable personalized sevice and sound financial advice for our clients, so they can improve their quality of life.


Our clients want to create and preserve wealth and we help them every step of the way. Clients depend on us to move them from where they are [Point A] to where they want to be [Point B].


Working together, we can 'Navigate Your Financial Life'

  • Wealth Management
  • Cash Flow & Debt Management
  • Retirement Planning
  • Education Planning

Interested?   Contact Us Today for a Free Consultation

We would be happy to provide you with more details about our company and what we can do for you. Contact us at or 803-984-5667 or use our contact form.

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