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Who We Are
JBL Wealth Strategies is a fee-only financial planning and investment management firm providing objective and prudent advice to individuals, families, and small businesses. Because we are not paid commissions and do not sell insurance products, our planning process is tailored to each client’s situation and financial goals.
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What We Do
JBL Wealth Strategies provides both financial planning and investment management services. We offer comprehensive financial plans for clients in need of an all-encompassing look at their financial lives including, but not limited to, retirement, investment, estate, education and risk management planning.
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JBL Wealth Strategies uses a structured process when creating a financial plan for a client. This process allows us to develop a vision to help the client reach financial success. We adhere to the six step process for financial planning as described by the Certified Financial Planner Board of Standards, Inc:
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