JB Financial Planning is a family-owned business in Eden Prairie, Minnesota. Its roots begin in 2004 when John began working with his financial planner who mentored and patnered with him for 5 years. In 2010 John decided to go into business for himself and started JB Financial Planning.
John grew up in Pennsylvania, attended Penn State University (Bio. Sci./Sec. Ed.) and four years later earned his Master's degree from Brown Univsersity. He taught science in Pennsylvania and Connecticut. After moving to Minnesota, only because he married a Minnesota girl, he had teaching positions at Edina and finished his career at Blake School in Hopkins.
John now effectively uses his extensive experience with people to create a relaxed atmosphere for clear communication regarding a client's current financial picture, desired goals, and how they think and view financial matters.
John has gained a reputation for seeing issues from the client's point of view and for proposing first-rate financial recommendations designed to fit each client's needs and goals.
He has distinguished himself in the area of comprehensive retirement planning with an emphasis on risk management, growth of assets, lifelong retirement income, and tax-free income plans, all backed by the professional expertise, insight and financial strength of the excellent comparies John has chosen to represent.
Most important in John's non working lifestyle is time with his family, which includes his wife Charlotte (married over 37 years), son Erik and family, living in Orlando, FL, who works in Global Operations for Cru ministries, son Ryan, living at home and ready to pursue a degree in Mechanical Engineering, and son Andrew and wife Karin, both enjoying life in IT related work.
John's free time fun and adventures include 3 day to 2 week travel trips with Char & a tent, biking, disc golf, model railroading, church work, Lion's Club, ZOE Guy's men's group, movies and reading.
I’ve enjoyed working with John, especially since he proposed recommendations that fit my way of financial thinking. He also had ideas I not only liked but ones I had not been familiar with before.”
Dave Rife, Forest Lake, MN
“I was impressed with the current data and journal articles John used to support his recommendations. He quickly bestowed confidence and trust as we proceeded . . .”
Marshall Eklund, Bloomington, MN
“In the time I’ve worked with John he’s always conducted himself in a courteous, professional manner.”
John Hagan, Plymouth, MN
“I gained a strong sense of trust and confidence in John after knowing him for only a short time.”
“Over the past several years we’ve worked together John has always been prompt to reply to my requests for updates and reviews.”
Steve Marty, New Brighton, MN
“John made me feel comfortable as we discussed my financial situation and answered my questions clearly and completely.”
“I am very pleased with how my investments have performed, even during past down turns in the market.”
Sharon Torberg, Minnetonka, MN
"I just wanted to take a moment to thank you for all the good, sound advice you’ve given Kim and I over the past years. You’ve certainly shown us, with patience and understanding, several good investment tools."
Adrian Halverson, Bloomington, MN