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My Approach
JNBA Financial Advisors is an independent, fee-only wealth management firm that has helped individuals and families navigate life's most important decisions for nearly five decades. Our advice driven by advocacy® approach delivers customized financial life planning and investment strategies built around each client's goals, not just their portfolio. JNBA's multigenerational team structure is central to how we work, reviewing client portfolios every 10 business days and proactively driving strategy development and implementation with estate, tax, and risk professionals as appropriate.
The Clients I Serve
Business Owners, Executives, Government & Military, High Earning First Generation, LGBTQ+, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
JNBA Financial Advisors is an independent, fee-only wealth management firm that has helped individuals and families navigate life's most important decisions for nearly five decades. Our advice driven by advocacy® approach delivers customized financial life planning and investment strategies built around each client's goals, not just their portfolio. JNBA's multigenerational team structure is central to how we work, reviewing client portfolios every 10 business days and proactively driving strategy development and implementation with estate, tax, and risk professionals as appropriate.
Disclosures
Please see important disclosure information at jnba.com/disclosure
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.