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JMS Financial Resource, LLC

2828 Kraft Ave Suite 268
Grand Rapids, MI 49512

Phone:

616-821-5562

Fax:

616-588-6166

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to JMS Financial Resource, LLC

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much do you need to save each year to meet your long-term financial goals?

How much Disability Income Insurance do you need?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck