How clearly do you understand your current financial picture?

Specializing in retirement and legacy planning.

At JB Financial Planning our main purpose is to help you successfully achieve your financial objectives and secure your financial future. As independent brokers we offer insightful knowledge to provide you with a personalized solution for your unique financial situation.


Our emphasis is on retirement and longevity planning, utilizing market indexing as the primary method to grow your invested portfolio.  Tax-free income plans are available for individuals who qualify. Our investment and money management approach is considered conservative.

Getting Started

Our first meeting with you is about:

  • Your personal perspective on finances
  • Understanding your goals and objectives
  • Grasping a clear picture of your current financial situation.

We use our Financial Needs & Annalysis tool to collect your thoughts and answers. Then we put ourselves in your shoes so we can design a personal financial plan that specifically fits your needs and goals.

Our Services are Free of Charge...

... freely offered and never any obligations. We represent several top-tier financial companies and partner with American Financial as our Field Marketing Organization here in Minnesota. Commissions are earned from companies with whom we place business. All your information is held in strictest confidence.

JB Financial Planning

John Butz  - President


9031 W. Staring Lane

Eden Prairie, MN   55347


Office Phone   952 975-2909

John's Cell      952-451-1705






Or use our contact form.

Contact Us

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