useful financial tools

Below we have provided what we believe to be useful financial tools that will assist you in understanding money management, wealth development and sustaining your future.







Mark Kohler's website offers a number of online courses which can assist individuals and entrepreneurs develop business and tax saavy. Before you start doing anything on your own, please visit one of the links below to learn more about:



JB Financial Services Initial Meeting Document


In order to do a thorough financial wealth being check-up, please click on the circle to the left and download the document, we will use as a checklist to prepare for our first meeting.








For information on how these great financial tools can benefit you, please contact us.