Whether you’re a young professional accumulating assets, a family managing complex tax and estate strategies, or a couple nearing retirement, JNBA provides Personal Wealth Management Services that help you build and protect your wealth—and feel good about how you’re doing it.
For over 40 years, individuals and families have come to JNBA from vastly different backgrounds, professions, and life stages. But, they have a few things in common:
Kim Brown – President
JNBA Financial Advisors
No matter if you are focused on building your career, managing the complexities of work and family, or have reached financial independence, JNBA can be your advocate, advisor, and long-term partner. While every person, couple, or family has distinct experiences, plans, goals, challenges, and opportunities, the majority of our clients are living within one of these three stages – and the JNBA Team is right there beside them, helping to navigate everything life throws their way.
You find yourself with less and less time, but your to-do list keeps growing. As your kids approach high school and college and/or your parents age, spending quality time together with loved ones has never felt quite so important, but the demands of a high-pressure job and full schedules often feel like they get in the way. You’re ready and willing to invest in professional partnerships that save you time and set you and your family up for success.
• Paying off your mortgage
• Saving for a second home
• Targeting an early retirement
• Sending your kids to college
• Managing your family’s hectic schedule