At TJB Financial, we know that each individual has a different approach in their attitude towards money and investments. That's why we make it our priority to get to know you as a person. Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
After we implement your investment program, we'll continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.
While we offer a multitude of financial services, we specialize in assisting pre-retirees and post-retirees as they prepare to enter the next financial phase of life. Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual's retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
At TJB Financial, we don't just work to enhance the bottom line of a portfolio; we work to enhance your life and help you pursue your dreams. Contact us today to find out more about what we can do to help you.