Advice Driven by Advocacy®
We’re not only your financial advisor. We’re your advocate.
For 45 years, JNBA Financial Advisors has championed a client-first philosophy. As an independent fee-only fiduciary advisor, we pride ourselves on delivering customized financial life planning and investment strategies that are designed to maximize your resources. Learn More »
Who we are
Advice Driven by Advocacy®
As your advocate, we focus on helping you achieve your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other professionals, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
WHO WE SERVE
An Advocate Throughout All Stages of Life
INSIGHTS
Sharing our perspective on topics that matter.
Sunset of the 2017 Tax Cuts and Jobs Act
With the presidential election upon us in just a few short weeks, you may be asking yourself what tax changes may be on the horizon.
Using an After-Tax 401(k) to Boost Retirement Savings
One of the most popular retirement savings vehicles available to employees is a 401(k) plan. These plans offer tax-deferred contributions, where plan participants reduce their
Seasonal Trends 2024
In an Investment Insight update we compiled in September of 2023 titled “Seasonal Trends,” we discussed the historical returns of stocks over various time periods.