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Advice Driven by Advocacy®
As your advocate, we focus on achieving 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 trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
Recent Insights
The benefits of JNBA’s Investment Committee
When it comes to managing finances, one thing that frequently gets overlooked is how many different and competing emotions can factor into the process. Money
Market Indicators in Q4 2025 and Beyond
During the 2025 federal government shutdown, economic data reports were not available. These reports, including U.S. Employment Report, Jobless Claims and U.S. Home Sales, are
Navigating Open Enrollment for 2026
As we enter open enrollment season, it’s easy to fall into the habit of simply renewing last year’s elections. However, open enrollment is an excellent
Year-End Charitable Giving Considerations
As 2025 draws to a close and the charitable “Giving Season” begins, many individuals and families are reflecting on how they can best support the
