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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
Changes coming to Minnesota’s UCare
If you’ve been following the news, you will have seen that several changes are on the horizon for Minnesotans who access Medicare through UCare. As
The benefits of JNBA’s Financial Life Planning Committee
When it comes to financial goals, everyone is truly unique. At JNBA so often we get questions like, “Is this a good retirement plan?” or
Balancing Act
Nine months into the year and the story remains similar to the end of the second quarter (Q2). After a disruptive start to the year,
JNBA CEO Richard S. Brown Named to Barron’s Top 100 Independent Financial Advisor for 11th Year in a Row
We’re delighted to share that Barron’s has named JNBA’s CEO and Chairman Richard S. Brown to its list of the Top 100 Independent Advisors in the
