Specialization

Sitting pretty? You're about to be.

OUR MISSION

We specialize in guiding pre-retirees and retirees through the complex challenges of this unique season in life. We serve and help achieve financial goals and dreams of our clients and their families through a simple, clear and holistic planning process. Our goal is to help our clients achieve theirs.

 


In the world of financial services, there is a seemingly unlimited number of products and services. The suite of solutions we provide our clients are designed to be specific to the needs of pre-retirees and retirees. That being said, the principles of the builder are just as important as the design he creates. At J. Biance Financial, we believe to have the best financial toolbox available because we are:

Efficient

Our 5-part Retirement Design System® is designed to allow our clients to enjoy the greatest years of their life. Efficiency is possible when your financial advisor develops a strategy for every area of your retirement.  You don't need a portfolio of products, you need a comprehensive plan.

Independent

We are not “captive” advisors who have sales quotas and corporate pressure. We are product-agnostic; our clients’ needs drive the solutions we provide because we do not have a boss on Wall Street.

As retirement specialists, our team and partners can help you with every area retirement affects, including:

  • Asset Management
  • Income Planning
  • Long-Term Care
  • Asset Protection
  • IRA & 401(k) Rollovers
  • Estate Planning & Probate*
  • Social Security Optimization
  • Legacy Planning & Charitable Giving Strategies*
  • Wills, Trusts and Powers of Attorney*
  • Life Insurance

*J. Biance Financial has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The above service programs include various financial tools and services such as:

(Click the images below to learn more about each tool or service)

6

RETIREMENT INCOME STRATEGIES

5

WEALTH MANAGEMENT

4

ASSET PROTECTION

3

IRA & 401(K) ROLLOVERS

wealth-accumulation

LONG-TERM CARE STRATEGIES

2

WEALTH TRANSFER PLANNING

retirement-income-strategies

LIFE INSURANCE

1

TAX-EFFICIENT STRATEGIES

asset-protection

IRA LEGACY PLANNING

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning