WHAT WE DO


JBJ Invest provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutions.

 

We specialize in providing our clients with the following investment advisory services: 

 

Comprehensive Financial Planning

We provide truly holistic financial planning services to our clients. Our extensive planning process covers your investments, cash flow planning, tax planning, risk management analysis, retirement planning, education funding, and estate planning. For practice owners and small business owners, we provide transition planning to assist in the sale of the business. Whenever possible, we coordinate with your accountant, lawyer, and other professional advisors. 

 

Investment management

JBJ Invest manages assets on a discretionary basis through our third-party custodian, Charles Schwab & Co. Our investment process includes evaluation of your current goals and objectives, selection of an appropriate asset allocation, portfolio implementation, ongoing management, and reporting of performance and portfolio metrics. 

 

Retirement plan consulting

We provide ongoing investment consulting services and act as the 3(38) fiduciary to employer plan sponsors. Consultation services include construction, implementation, and regular reviews of the company's retirement plan.