Contact

Office Address:

2171 Woodbridge Ave
Edison, NJ
 

Mailing Address:

P.O. Box 821
New Brunswick, NJ
08903-0821
phone:
(732) 985-9278

email: jeff@jbfinancialresources.com
 

preparing for your tomorrow - today

Lasting financial freedom

You are an individual with specific needs and goals. That’s why we focus on providing financial solutions that are tailored for your particular situation. From creating strategies designed to accumulate wealth, to putting steps in place to protect your loved ones, we help you prepare for each phase in your financial life.

The four essential phases of a
sound financial strategy

  • wealth accumulation

    We tailor your personal wealth accumulation strategy around your unique financial goals without jeopardizing your current way of life.

  • wealth preservation

    Once in retirement, after years of putting money away, the saving years are over. It's time to shift gears into a mode of preserving what you've built.

  • income distribution

    Preparing for your future doesn't stop at accumulating and preserving wealth. You need consistent, predictable retirement income.

  • wealth transfer

    Get the reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family.

If your plans for retirement income that you believe to be true, turned out not to be true - when would you want to know?

 

With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you’ve accumulated about retirement, and put them all together in an analysis to help see if your strategy will hold up. read more


Retirement Explorer™ is a software program that is designed to help agents review the effectiveness and potential success of their client's retirement strategy and will involve the use of fixed insurance products. Retirement Explorer™ is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings. JB Financial Resources is not affiliated with Thomas Gold Solutions, the owner of the Retirement Explorer™ software program, nor do we guarantee the accuracy or quality of their services.