You are successful, make sure your planning keeps your assets working ...

Strategies Customized for Each Client

Insurance Advisory

A vast universe of insurance carriers.  One will stand out and fit your needs the best.  Let our team find that right match.

Premium Financing

As attractive a strategy as can be developed, rarely will it be better than a successful client's ability to deploy capital.  Let us find less expensive dollars and leave client's assets in their businesses. 

Overall Strategy

No decisions happen in a vacuum.  Make sure to integrate thoughtfully with other planning already in place.

Experience comes from Being There 

There is no replacement for have been through diverse economic markets.  There is no replacement for planning with clients as they move from early innovation to mature success.  There is no replacement for the relationships found over years of working together.  Let this experience help you find and make sound planning decisions.

YEARS

About Us

​John E. Morrill, CLU, ChFC

JEM STRATEGIES, LLC
P. O. Box 4372, Evergreen, Colorado
​303.884.5053       john@JEMStrategies.com

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