• Life Insurance

    • Term Life
    • Whole Life
    • Single Premium Life
    • Universal Life
    • Fixed Index Universal Life

  • Annuities

    • Single Premium Immediate
    • Traditional Fixed
    • Fixed Index
    • Multi-Year Guarantee

  • Long Term Care Insurance (LTCi)

    • Individual LTCi
    • Group LTCi
    • Home Health Care Coverage

  • Tax Preparartion

    • 1040, 1041, 1120, 1120S, 990, 990T
    • Partnerships & LLCs
    • State Income Tax
    • Sales Tax
    • Payroll Tax
    • Inheritance & Estate Filings
    • IRS Representation
    • Account Management
    • U.S. Tax Code

If your plans for retirement income that you believe to be true,
turned out not to be true –
when would you want to know?

Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?

Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you've accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.

If your current strategy has any problem spots, we can help show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid any problems later. Meaning you can take control of your finances and head into retirement with reassurance that you're ready for whatever comes your way.

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Request your complimentary retirement income analysis

Retirement Explorer™ is a software program that is designed to help agents review the effectiveness and potential success of their client's retirement strategy and will involve the use of fixed insurance products. Retirement Explorer™ is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings. JB Financial Resources is not affiliated with Thomas Gold Solutions, the owner of the Retirement Explorer™ software program, nor do we guarantee the accuracy or quality of their services.

commitment

We help you feel confident about
your financial decisions

When your financial situation isn't balanced it can drain your other priorities. The cost of making unwise financial choices can impact your current state of living, along with your overall goals and objectives in life.

 

Having the knowledge-base to make informed decisions about your finances is vital to reaching your retirement goals.

 

With the help of our financial professionals, you can coordinate your financial resources so you can spend more of your time on what's really important to you and your family.

financial strategies & solutions

Life Insurance

If you want the reassurance in knowing your loved ones will be provided for, life insurance is one of the best options.

Long-Term Care Insurance

Americans are living longer than ever before, are you prepared for the potentially devastating cost of long-term care?

Annuities

Are you concerned about possibly outliving the money you've saved for retirement?

Financial Objectives Analysis

In-depth evaluation of your individual financial objectives and determination of appropriate strategies and products to help you reach your goals.

Retirement Income Strategies

Personalized strategies to help maintain income and standard of living once in retirement.

Estate & Legacy Strategies

Review and coordination of various financial vehicles to
help preserve accumulated wealth.