JMB Financial Managers is a comprehensive financial services firm based in Santa Ana, California, specializing in tailored financial planning and investment strategies for business owners, independent contractors, the self-employed, and their families. Their services encompass retirement planning, college cost planning, investment management, and estate planning, all designed to help clients prepare for retirement, reduce taxes, save for education, and preserve assets. The firm emphasizes a client-first approach, guiding individuals through the complexities of financial decisions and adapting strategies as clients’ needs evolve. With a commitment to integrity and personalized service, JMB Financial Managers aims to build lasting relationships and support clients in achieving their long-term financial goals