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.
Our first meeting with you is about:
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.
... 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.