Our Services
We serve individuals and businesses in many areas of financial services including:
Make the most of your employer-sponsored retirement plans, IRAs and Roth plans with an independent agent. Our firm will help you determine how much you need to retire comfortably. We will help you with logical risk management solutions for your assets before and during retirement. Ask us about our free 401K counseling. We offer conservative investing strategies and ideas to help build your nest egg and generate an income stream throughout retirement.
- Estate & Legacy Strategies
Although we do not provide legal advice or draft documents, we are able to review documents and recommend available techniques that might work best for you. By working with your attorney and other professionals, we can help in developing an estate plan that addresses your wishes for the future.
We offer free reviews on existing insurance policies. JSB's goal is to keep money in your pocket; whilst maintaining the coverage you want. Our job is to find the best policy match for your personal situation. Risk management also applies to your nest egg; we can help you implement principal protection strategies to your portfolio, protecting it from market declines.
Our firm can help with investment and accumulation strategies to help you pay for your children's education.
Our firm can help you develop the right personal plan to help you reach and exceed your goals. We will help you understand your personal risk tolerance and, as each plan is customized, we do not use cookie cutter solutions.
- Employee and executive retirement benefits
An agent can help your business attract and retain qualified employees through retirement benefit packages.