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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
How to Calculate Your Required Minimum Distribution & Answers to Common Questions
If you own a retirement account, chances are you’ve already encountered the term “required minimum distribution” or RMD. However, familiarity with the basics doesn’t always
Continued Strength
Following last quarter’s blockbuster earnings season, U.S. corporations delivered another quarter of exceptionally strong results. With nearly all S&P 500 constituents having reported results, over
Video Discussion: Inside the JNBA Investment Committee
Did you know that JNBA’s investment decisions are made through a collaborative investment committee rather than by a single person? It’s part of our team
The Importance of POA & Authority to Contact
Have you thought about what would happen if you were unable to make important financial decisions or could not be reached? Do you know who