Executive Financial Planning Services

Executive financial planning designed to support your company and team’s success.

Great leaders within successful organizations know that their most important asset is their team. And we know that part of your success is taking a vested interest in not only your employees’ professional achievements, but also their personal success.

A solid financial life plan is key to that success. Executives are busy, and putting a plan in place and implementing that plan often takes a back seat.

That’s where JNBA comes in. Working closely with your human resources team, JNBA will gain in-depth knowledge and understanding of your company compensation and retirement plans. As an independent third-party resource, we are then able to guide executives, helping them understand and maximize their benefits. The result is a comprehensive financial life plan that integrates personal goals and assets with company benefits developed by experienced financial advocates who drive plan implementation.

We believe history has proven that having a plan in place can provide an executive peace of mind knowing that their financial life is in order, allowing them to focus on their role within the company and have a clear understanding and appreciation of the company’s benefits. And that is a win-win for both the employer and employee.

Make an executive decision today: Talk to JNBA to learn more about our Executive Financial Planning services.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.