Our Services

We serve individuals and businesses in many areas of financial services including:

  • Your Retirement

Make the most of your employer-sponsored retirement plans and IRAs and Roth plans  with an independent agent. Our firm will help you determine how much you need to retire comfortably. A JSB agent will help you with logical risk managementment  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. Working with your attorney and other professionals we can help in developing an estate plan that addresses your wishes for the future.
 
  • Risk Management
Free reviews on existing insurance policies. JSB's goal is to keep money money in your pocket;  while maintaining coverage you want.  Our job is to find the best policy match for your personal situation. 
 
Risk mangement also applies to your nest egg;  an agent can help you implement principal protection strategies to your portfolio protecting market declines.
 
  • Education funding
Our firm can help with  investment and accumulation strategies to help you pay for your children's education.
 
  • Investment Planning
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 in plain english. 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.