About JMK Financial

JMK Financial Group provides financial management services for all of our clients from paying bills and balancing your checkbook to providing tax and accounting services for our clients.

JMK Financial Group provides guidance and help for clients who require assistance now and for family members who are now or will be providing assistance in the future. The goal for our clients is the best quality of life possible.

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Financial Services

JMK Financial Group provides a complete Senior Resource Management approach to resolving the unique needs of our senior clients and their families.

Personal Asset Protection Plan

We will arrange, if needed, for one of our local attorneys to Review, Update, and Provide:

  • Wills

  • Power of Attorney

  • Health Care Agent

  • Living Will

Medicaid Planning and Applications

  • Completion of all State application requirements

  • Make recommendations for gifting and repositioning of resources

  • Minimize resources exposed to any required spend downs

  • Help spouses and/or family retain a larger portion of their lifetime savings

  • Arrange and attend the application appointment with the State

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Trust Services

  • Review your possible need for a Trust

  • Make sure that any Trust created provides for the needs and desires of our client

  • Have one of our local attorneys prepare and file all Trust documentation required

Financial Planning

  • Planning specifically designed to meet the unique needs of our clients

Financial Management

  • Paying bills and balancing checkbooks

  • Tax planning and Tax Preparation Services

Long-Term Care

  • Guidance and help for clients requiring assistance now

  • Guidance and help for family members who are now or will be providing assistance

  • Helping to provide the best QUALITY OF LIFE possible for our clients

Ready to talk?

Call George!

Phone: 410-893-9199

Office Address

24 E. Pennsylvania Avenue
Bel Air, MD 21014

Fax: 410-838-1608

Mailing Address

1015 Leeswood Road
Bel Air, MD 21014