Nathan A. Madill
APA, CFP®, IAR
President/Secretary
“Do not go where the path may lead, go instead where there is no path and leave a trail.”RALPH WALDO EMERSON
As quoted by Nathan
One bottom
line.
Accounting, tax, benefits and investment management, run by one team, aimed at one number.
“When you're ready to improve your individual or business finances, we are here to listen.”
OUR SERVICES · ONE TEAM
THE BOOKS
ACCOUNTING / TAX / BENEFITS
Retirement plans
Entity and tax planning
Payroll and benefits
THE PORTFOLIO
INVESTMENT MANAGEMENT
Managed accounts
Employer plans
Legacy planning
Your net worth.
Two disciplines. One team.
One firm. One focus: to increase your net worth.THE BOOKS + THE PORTFOLIO
The statement.
Two disciplines.One team.
THE BOOKS
Accounting, tax & benefitsOutsourced Accounting Services
All packages include support and are backed by a written service guarantee.
Payroll & Sales Tax Compliance
Payroll processing includes quarterly and annual reports, including W-2s.
Employee Benefit Plan Administration
We can design, implement, and administer an Employee Benefits Program for your business.
Certified Accounting Software Support
We can assist with accounting system software selection and purchase, software implementation, training, and software conversions and upgrades.
Income Tax Planning and Preparation
Our income tax planning services can help you save tax dollars through a complete review of your tax situation before the end of the tax year.
THE PORTFOLIO
Investment managementInvestment Management
Continuous daily management of investment assets for individuals, families, and organizations.
Annual Investment Review
Revisit your goals and circumstances annually to modify your investment plan as needed.
Comprehensive Financial Planning
We’ll help you set long-term goals and figure out the actionable steps you need to take to achieve your dreams.
Retirement Planning
Retirement planning for those just starting out, mid stream, and approaching retirement.
Legacy Planning
Legacy planning can help you provide for future generations without leaving the burden to them.
MNDCP accounts
We manage Minnesota Deferred Compensation Plan (MNDCP) accounts for those desiring a wider selection of investment options.
One focus.
“JMR is a Fee-Based advisor. We charge a flat percentage fee for the management of our investment accounts. The only way JMR increases revenue is if we increase your account value. If your account value goes down, our revenue decreases as well. We are always walking down the same path as our clients, focused on increasing their net worth.”
JMR FINANCIAL GROUP · INVESTMENT MANAGEMENT
- A percentage fee tied to portfolio value.
- Investment selection is not limited to proprietary products.
- Income tax effect is considered as part of long-term strategies.
The package.
OUTSOURCED ACCOUNTINGYou choose the accounting services and the update frequency. We worry about the rest.
“Once we create an annual package that works for you, we set up monthly fixed automatic payments. You will never be blindsided by large annual bills!”
COMMON SERVICES AND SUBSCRIPTIONS INCLUDED ARE:
- Accounting Services, Tax and Phone/Email Support for QuickBooks
- Coding of Income and Expense Transactions
- Bank and Credit Card Reconciliations
- Secure Electronic Accounts Payable Processing
- General Ledger Account Analysis
- Customized Financial Reports
- Strategy and Financial Awareness Meetings
- Income Tax Return Preparation and Planning
- 1099 Preparation and Filing
- Annual Budget Creation
- Chart of Accounts Analysis and Customization
- Customer/Client Billing
- Inventory System Management
- Payroll and Payroll Tax Processing, Payments and Filings
- Sales Tax Return Data Compilation and Filing
- Financial Record Catch Up and Clean Up
- QBO Accounting Subscription
- Payroll Software Subscription
- Used App Subscription
The firm.
A COMBINED PRACTICETwo Northland practices.
JMR brought together Jablonski-Madill, Inc., described as “a 34-year-old financial planning, investment advisory, and benefits' administration corporation,” and Rosenbaum Business Consulting LLC., “a seven-year-old firm offering support for QuickBooks, tax, business consulting, and accounting.”
FROM JMR'S FIRM HISTORY
One strengthened focus.
“JMR Financial Group has joined forces with ZMC & Associates. We will still operate under the JMR brand, and Robin and Nathan will continue to be part of the leadership team.”
JMR ANNOUNCEMENT · AUGUST 21, 2023
Zephrina Cazaubon
CPA, EA
Founder/Managing Partner,
ZMC & Associates
“ZMC & Associates shares many of the values and goals of JMR Financial Group.”ZEPHRINA CAZAUBON
From the partnership announcement
Core values.
IN THEIR OWN WORDSGrowth Mindset
We welcome challenges and constructive feedback with enthusiasm and approach situations with positivity so we consistently learn, improve, and grow.
Integrity
We hold ourselves accountable to delivering quality services with integrity by having difficult conversations with complete transparency.
Effective Communication
We practice effective listening and verbal communication in order to exchange ideas, complex concepts, thoughts, opinions, knowledge and data with clarity and purpose.
Partnership
We are an extension of each of our clients and work in partnership to provide more than just financial services and focus on guiding each other towards growth goals.
Innovation
We lead the finance industry in technology adoption to ensure our clients are receiving the highest standards of accuracy and efficiency. Leveraging automation and cloud-based technology to transform financial management.
Clients.
FROM GOOGLEon Google
★★★★★
“The wonderful people at Jablonski-Madill have been there for us with financial advice, investing and retirement options. As a client for 30 years I would highly recommend them to anybody!”
★★★★★
“Been taking care of my investments for some time now. Very reliable group!”
★★★★★
“Jablonski-Madill, Inc. has an outstanding staff that is very friendly, yet professional. They are very useful and work on a personal level. Al Jablonski, specifically, has brought the investment world down from the complicated idea to a simplified version for my clients that are not fully aware of all of the potential, risks, etc. that are associated with investments. However, when it comes to his performance, he exceeds the average investor and has outperformed all of my expectations! Absolutely would recommend him to family, friends, clients, etc!!!!”