Financial Planning
Whatever your dreams, your goals or your needs, JBS is here to help. Bringing powerful tools to the table, we create individualized roadmaps—strategies with safeguards to help
you navigate problems you may encounter. With thirty-three years of experience in portfolio management, Jim provides unique insights and valuable guidance in helping clients gain financial independence.

Take the Steps to Your Financial Success
Build a plan and do it, we focus on goal based planning.
Take Asset Inventory
Calculate Life Cycle Costs
Set Levels of Service
Cost-Effective Management
Execute Long Term Plan