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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.
Families
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!
Enter your information below to inquire about getting a copy, or for more information about the book!
Is your retirement checklist - checked?
It's not too late. Here is how we help.
- How to NOT outlive your retirement savings.
- How to generate extra Guaranteed Lifetime Income - for you and your spouse.
- Will my income suffer from the next Market Downturn? How do I prevent it?
- How to set up a Cash Flow account in the Zero Percent Tax Bracket. Is that possible?
Flexibility
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.
- How safe are my retirement funds?
- How can I Maximize my Social Security benefits?
- Can I Retire with a “Safety Net” and guaranteed income (extra pension)?
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.
- Comprehensive Portfolio of Competitive Solutions
- Guaranteed Coverage
- Insurance Carriers Matching
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.
- How to set up "Income Staggering" to maximize your retirement income
- What are the advantages and disadvantages of these investment strategies?
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.
