(EMAILWIRE.COM, May 20, 2016 ) East Rutherford, NJ -- Jim Merklinghaus of JM & KM Wealth Management recently attended the prestigious Independent Excellence Group (IE Group) roundtable meeting in Southfield, MI. The group and its meetings are designed to bring together top financial professionals to enable their clients to receive cutting-edge retirement guidance.
The IE Group membership is comprised of highly acclaimed financial advisors and insurance professionals.
In the most recent round-table meeting hosted by The IE Group, one particularly important session was led by a key executive from a renowned insurance company on strategies for using specialty life insurance to increase client's retirement security.
Jim Merklinghaus commented on his membership: "Membership in this group is an honor.. The knowledge shared in this organization is proving extremely valuable as I work with my clients to help them ensure a secure retirement".
Mr. Merklinghaus' contributions to the IE Group flow from his many years of successful financial service practice. His firm is well-known in the East Rutherford area for its solid financial advice. The company strives to provide financial independence and peace of mind for its many clients.
About The Independent Excellence Group:
The Independent Excellence Group is a distinguished group of Financial Advisors and Insurance Professionals. Membership in the group is by invitation-only. To be considered for membership a professional must be carefully vetted. Members practice very extensively in the areas of Wealth Management, Retirement, and Income Planning with many prominent groups and individuals. Over the years, the group has had great success in materially improving their clients' retirement and insurance plans.
The group is described on its website at, http://www.independentexcellencegroup.com/ as follows: "The work that we've done and the results we have accomplished for our clients represent the outcome of a tremendous amount of study and effort by our group; we are flattered to be described by others in the wealth management field as The Independent Excellence Group. Our group is dedicated to bringing back to the marketplace and public, the ideals and goals of what we think our profession is supposed to be about. We know the importance of the preservation of client's wealth and a guaranteed income for life during retirement years."
About JM & KM Wealth Management :
About JM & KM Wealth Management: (source: http://www.jmkmwealthmanagement.com/vision.html)
"The firm serves a plethora of distinguished individuals from the worlds of corporate America, medicine, law, and professional sports. Having recognized many years past the sage words of financial icon and founder of the Vanguard Funds in his book Common Sense that 'speculation is a fools game' JM&KM supports rigid loyalty to the strictest principles of fiduciary responsibility."
JM & KM Wealth Management
368 Paterson Avenue
East Rutherford, NJ 07073
JM & KM Wealth Management
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