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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
Documents to Keep
As spring emerges, it’s not just our homes that could use a thorough cleaning – our financial spaces could benefit from a tidy-up, too. This
Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 DELIVERY REMINDERS Most TD Ameritrade and Schwab 1099s should be
What to Expect when You’re Expecting a New Teen Driver
If you have a new driver in your family, you know how excited they are to (finally) get their driver’s license. While they may feel
Portfolio Construction: Core vs. Tactical
At JNBA, when we construct client portfolios, our focus is always on the long-term financial plan. We recognize that each client has unique circumstances, timelines,