Services
One stop. Many options.
Retirement is a project that begins before you retire and continues after. Our signature planning process, the Retirement Design System ®, is described below along with our other planning programs. These planning programs 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 process 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. At the conclusion of this planning program our clients receive their Sound Retirement Blueprint ®, which includes all of the above plans.
Who offers this program? All of the advisors at J. Biance Financial are trained in our proprietary planning process, the Retirement Design System ®.
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
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
Want to learn more? Schedule a Virtual or In-Person Discovery Consultation.
Most firms use a word to define your risk tolerance (conservative, moderate or aggressive). At J. Biance Financial, we believe words aren't specific enough, so we use numbers. If Risk No. 1 is the most conservative and Risk No. 99 is the most aggressive, where do you fall? Click the link above to find out your Risk Number — your unique tolerance for risk.
Have Questions for Us?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.