How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual clients’ needs and goals.
- Creates a comprehensive financial plan that takes into account all aspects of a client’s financial life, including investments, retirement planning, tax strategies, and more.
- Offers ongoing support and guidance to help clients navigate their ever-changing financial situations.
- Regularly reviews and adjusts clients’ financial plans to adapt to their changing needs and market conditions.
Facts and Insights
Founded in 2005, JBB FINANCIAL, LLC has been in the financial advising business for over 15 years. During this time, they have accumulated a wealth of knowledge and experience that they utilize to provide the best possible financial advice to their clients. They have also seen firsthand the ups and downs of the market and have successfully guided their clients through them.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $150 million | 8 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning and strategies
- Estate planning
- Education planning
- Insurance services
- Wealth management
- Asset allocation
Client Types:
- Individuals
- Small business owners
- Families
- Pre-retirees and retirees
Fees & Compensation:
JBB FINANCIAL, LLC operates on a fee-only basis, meaning they only receive compensation from their clients and not from any third parties. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management, with rates decreasing for higher asset levels.
Background:
The advisors at JBB FINANCIAL, LLC are all highly educated and experienced professionals with various industry certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They undergo continuous training and education to stay updated on the latest market trends and financial strategies.
Financial Advisor Disclosures to Know:
JBB FINANCIAL, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC), meaning they are held to a fiduciary standard. This requires them to always act in the best interest of their clients and disclose any potential conflicts of interest. They also have a clean record with no disciplinary actions or legal disputes.