Being financially dependent is a fear that is all too real in all too many people. It can also keep you from pursuing your goals and dreams or living the lifestyle you deserve. Additionally, there is so much advice out there that promises to lead you toward independence but never seems to offer solution-oriented guidance that clearly lays out a plan to achieve it.
Prioritizing Your Goals
At JB Financial Services, that’s our mission. We want to provide you with the custom solutions it takes to not just survive but thrive because of your plan and execution of that plan. We cater to your unique needs by correcting previous misconceptions and implementing a strategy that seeks to quiet the unhelpful noise of the modern financial industry and replace it with the confidence that you can secure your ideal vision of the future.
Our Founder and Namesake
Jason Bentley
Founder, Financial Planner
Jason Bentley founded JB Financial Services with a mission: to help his clients become financially independent. After working in the financial industry for more than 20 years, he understands the obstacles his clients might face when attempting to become their own source of financial security. Some of those can include the lack of information, market risk, health risk, longevity of their lives and more. He works to find solutions that mitigate each of those potential problems while still allowing you to take advantage of modern options that can provide the upside you need to bring your dreams to life. Meet Jason and learn how he can leverage his independence to help you find an approach that matches your goals for the future!
Independent adjective
in·de·pen·dent
- Not subject to the control of others
- Not affiliated with a larger controlling unit
Defusing the Tax Bomb
In retirement, taxes can be one of the main restraints keeping you from using the money you’ve worked so hard to accumulate to fund the lifestyle you want. And unfortunately, so many pre-retirees don’t know they’ll face a major tax bill once they reach retirement if they have tax-deferred accounts. It’s important to strategize to mitigate your obligation so you have a clearer picture of what you’ll owe. Or, better yet, you may be able to secure tax-free distribution and growth through alternatives that are available to you! Watch as Jason Bentley discusses options for defusing the tax bomb you might face in retirement.
Alternatives to the Traditional Approach
Your retirement isn’t basic, so why take a basic approach when preparing for it? Our independence gives us the freedom to explore options and solutions that are customized to your unique problems. We also have options that run counter to a traditional portfolio construction, not because the traditional portfolio construction has been known to fail but because there may be a strategy that is more appropriate for your goals. Additionally, these alternatives can help you protect your wealth without forcing you to sacrifice growth potential. Watch below as Jason discusses our solutions!
Overcoming Obstacles Together
As our own agency, we’re beholden to nobody except our clients, and that’s where our focus lies. Whether you’re looking for growth opportunities, the protection of everything you’ve worked so hard to build, or the liquid funds that can help you pursue each of your goals, we’re your partner who can offer you guidance when you’re not sure which steps to take next. We also have the licenses and registrations to provide you with extensive, holistic services that account for every aspect of your financial life, meaning that our partnership can evolve with your needs to ensure that you have a trustworthy source of education and empowerment for your entire journey. View all of our services below.
JB Financial Blog
In today’s complex and convoluted world, it can be difficult to know where to seek reliable and consistent sources of information. That’s why we aim to be a one-stop-shop for not just effective financial advice but the material that can help you understand what’s going on in the markets, the government and the world. Read all of our blog posts below!
Contact Us
If you’re ready to strive toward a financially independent lifestyle, fill out our form below! As an independent agency ourselves, we are not committed to any major carriers or companies; only you and your goals, and we can help you explore options that suit them.
