Services

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Our Signature Process

Retirement is a project that begins before you retire and continues after. Our signature planning process, the Sound Retirement Blueprint, is described below along with our other planning programs. We offer three planning systems that are uniquely designed to help you and your family accomplish your goals. With best of class financial tools and a refined planning process, our clients enjoy the specialized service they deserve.

Overview: This planning program is designed for pre-retirees and retirees who desire a holistic wealth plan that covers every area retirement affects. This signature service includes:

  • Investment Planning
  • Income Planning
  • Tax Planning
  • Health Care Planning
  • Legacy Planning

How is this program offered? In-person meetings only

Who offers this program? The Biance brothers work as a team to build your Sound Retirement Blueprint.

Want to learn more? Schedule a complimentary Discovery Consultation.

Overview: This planning program helps retirees prepare heirs for their inheritance and memorialize their family legacy for generations to come. This service includes*:

  • Documenting family story
  • Defining family vision & principles
  • In-depth legal review of estate plan**
  • Multi-generational family retreat
  • Inter-generational mentoring

How is this program offered? Combination of virtual and in-person meetings

Who offers this program? Justin

Want to learn more? Schedule a Virtual Discovery Consultation.

*This service is available for existing clients as well as families who are not investment advisory clients of J. Biance Financial. This is a fee-based service; however, discounted rates are available for existing clients.

**Completed by partner attorney. J. Biance Financial nor its agents or representatives may give legal advice.

Overview: This planning program is designed for young investors who want to jump-start their retirement planning. This service includes:

  • Student loan pay-off planning
  • Cash-flow management systems
  • Debt elimination planning
  • Tax-free investment strategies
  • College savings plans

How is this program offered? In-person meetings and virtual meetings

Who offers this program? Jason and Justin

Want to learn more? Schedule a Virtual or In-Person Discovery Consultation.