Specialization

Sitting pretty? You're about to be.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

In the world of financial services, there is an unlimited number of products and services. The suite of solutions we provide our clients are specific to the needs of pre-retirees and retirees. That being said, the principles of the doctor prescribing the medicine are just as important as the remedy he selects. At J. Biance Financial, we have the best financial toolbox available because we are:

Efficient

Our 5-part Sound Retirement Blueprinting process allows 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.

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.

Fiduciary Standard

At J. Biance Financial, we have a moral and legal obligation to do what is in your best interest. As fiduciaries, we are held to an ethical standard that requires the transparency every retiree should expect from their financial advisor.

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

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

Serving Members of the Florida Retirement System

Watch this video to learn about ways Jason can help you understand the Florida Retirement System.

Click here to schedule a meeting.

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

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

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RETIREMENT INCOME STRATEGIES

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WEALTH MANAGEMENT

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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


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