Is your retirement checklist - checked?

Contemporary Retirement Strategies Rooted in Tradition

How to get more cash distributions from your savings nest-egg. Even 40% or more! Let us show you how.

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learn about our process

Begin your journey to financial success with our proven approach.
At JBR Associates, we are dedicated to crafting personalized financial plans that not only reflect our clients’ unique aspirations but also draw strength from the wisdom of proven, traditional financial principles. Together, we build a bridge between the modern financial landscape and the enduring wisdom of traditional planning, ensuring our clients’ financial legacies for generations to come.
1. Let's Connect

We will conduct a comprehensive consultation, where we actively listen to individual financial goals and aspirations, to tailor a customized plan for our clients.

2. Apply Strategy

JBR Financial demonstrates disciplined income planning strategies by meticulously analyzing clients' financial profiles, setting clear goals, and adhering to a well-defined budgeting process.

3. Monitor

We will regularly review client portfolios and financial performance to assess the effectiveness of strategies and make timely adjustments as needed, ensuring clients remain on track to achieve their financial goals.

who we serve

A plan for growing and protecting your wealth.

Independents & Retirees

We focus on helping both independent individuals and retirees navigate their financial situations to ensure financial security and peace of mind. We tailor our offerings to the unique needs and goals of our clients.

Professionals & Businesses

Businesses and professionals often have specific financial considerations, such as managing retirement plans, optimizing investments, handling complex tax situations, and planning for education expenses. We offer services to help these clients navigate their financial journey and make informed decisions to secure their financial future.


Wealth planning can provide solutions that help transfer wealth to future generations optimally and effectively. Planning provides security and peace of mind, knowing that the family's finances are well-managed with an aim of achieving long-term prosperity.

Check out Brandon Robinson's new book!

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Is your retirement checklist - checked?

It's not too late. Here is how we help.


Our retirement solutions are firmly grounded in economic and mathematical principles, relying on empirical evidence rather than speculation or personal opinions. We will introduce alternative approaches to the investment volatility you might currently be experiencing.

Legacy Solutions

Secure a lasting legacy for your loved ones with JBR Associates through the creation of a "Tax-Advantaged" plan. Our multi-generational plans not only provide financial security for your retirement but also offer support for your beneficiaries.

Lifetime Income Planning

With JBR Financial Services, you can safely grow your wealth, minimize most risks, and ensure financial security for both you and your spouse throughout your lifetime. We introduce strategies that generate a guaranteed "pension-like" income that will last for your entire lives.

The Baby Boomer Dilemma

From Executive Producer: JBR Financial Services Founder, Brandon Robinson

The Baby Boomer Dilemma: An expose on America's Retirement Experiment. A groundbreaking documentary which, for the first time ever, explores the science of retiring successfully.