General Info

Financial questions are endless. Great answers seem more difficult to come by. At JBA, we understand that there really arent cookie cutter answers. The best solutions come with a plan thats tailored to fit your needs, expectations, and aspirations. A bulleted list of services couldnt possibly capture the full breadth of expertise we can offer you but an overview is below. Lets just simplify things by assuring you that theres not a financial question we havent encountered. Our experience is the proverbial feather in our cap, and you will gain from it. Comprehensive financial planning for lifes questions and decisions Investment Management Tax return preparation Insurance (life, disability, long-term care) Charitable giving strategies