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Submitted URL: http://jmhallmark.com/
Effective URL: https://www.jmhallmark.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.jmhallmark.com/
Submission: On January 25 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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</form>Text Content
4031 Colonel Glenn Highway, Suite 151, Beavercreek, OH 45431 937-427-4280 Jason@JMHallmark.com Client Login Menu * Home * About Us * Meet the Team * Our Mission Statement * Our Services * Useful Links * Blog * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact * Schedule a Call Client Login HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More UNDERSTANDING THE SECURE ACT Explaining the SECURE Act and how the changes affect your retirement strategy. Learn More J.M. HALLMARK & ASSOCIATES We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More UNDERSTANDING THE SECURE ACT Explaining the SECURE Act and how the changes affect your retirement strategy. Learn More J.M. HALLMARK & ASSOCIATES We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More SIGN UP HERE FOR OUR E-MAIL NEWSLETTER: Name Email Address Phone Send Thank you! Oops! LEARN HOW WE CAN HELP YOU Schedule a Meeting WE STAY FOCUSED ON MARKET TRENDS, SO YOU DON'T HAVE TO MANAGE YOUR MONEY WITH CONFIDENCE Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Learn more WHAT WE BRING TO THE TABLE We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Learn more WHAT WE OFFER We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. FINANCIAL PLANNING WEALTH MANAGEMENT ESTATE PLANNING INSURANCE RETIREMENT PLANS AND EMPLOYEE BENEFITS EDUCATION FUNDING RETIREMENT INCOME PLANNING ...AND MORE! TIPS AND RESOURCES The latest topics in our library to Inform and Inspire. Learn more Learn more Learn more OUR EXPERTS JASON M. HALLMARK, MBA, CFP®, CLU®, CLTC®, RICP® Managing Partner / Financial Advisor 937-427-4280 Jason@JMHallmark.com See the Whole Team CONTACT Office: 937-427-4280 Mobile: 937-669-7567 4031 Colonel Glenn Highway Suite 151 Beavercreek, OH 45431 Series 6,7, 63, 65; Life/Health Insurance Jason@JMHallmark.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. J.M. Hallmark and Associates and the Securities America companies are separate entities. 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