When should you hire JBC Wealth Advisors?

You want to work with JBC Wealth Advisors, LLC when you’re successful in your business or career and are an active “enjoyer” of life. Because you put a high value on your time you understand your time is better spent doing what you do best.

You likely have existing relationships with a good group of advisors. Through these relationships, you have done a lot of good planning with your team. However, for some reason, your financial life never feels fully complete.

What you’re missing is the advisor who puts it all together to arm you with the information and considerations you need to continue creating the life you desire.

Comprehensive financial planning is what we excel at. We know you are busy. We know you do not have the time, knowledge, or inclination to do it yourself, which is why you hire a firm like JBC Wealth Advisors, LLC. It’s our experience that you will find tremendous value when consulting with our firm for a full economic analysis of your personal finances.

JBC Wealth Advisors can be your trusted financial advisor.

Why should you work with JBC Wealth Advisors?

When creating JBC Wealth Advisors it was important to us to create a business model we would want our family to work with. Because of that, we are a fee-only financial advisor.

Our comprehensive financial plans provide the economic analysis needed to keep more of what you’ve earned. A popular planning tool we utilize is the completion of a tax bracket analysis, which provides us the necessary information to take advantage of tax arbitrage situations. Examples of tax planning include:

  • Tax efficient investment planning
  • Reducing Income Tax through charitable giving
  • Tax efficient strategies for IRA and qualified plan distribution
  • Asset transfer techniques that focus on tax reductions
  • Using lower tax brackets to leverage personal needs

Our tax focused approach is driven by our realization that it isn’t what you earn that counts, but what you keep after taxes. This focus has a much different impact on your wealth than a pure tax reduction focus.

A result of our comprehensive plan you will have the information you need to avoid the next bad financial decision as well as position you to capitalize on great financial opportunities.

Does JBC Wealth Advisors prepare tax returns?

JBC Wealth Advisors does not prepare tax returns. We will happily refer you to our affiliate Johnson Block and Company, Inc. to help you with your tax, audit, consulting, technology, and accounting needs.

Will JBC Wealth Advisors only work with me if I’m local to Madison, WI?

While JBC Wealth Advisors is headquartered in Madison, WI our technology suite allows us to work with you wherever you want to be.

We also have physical offices available in Mineral Point and LaCrosse, Wisconsin.

How is JBC Wealth Advisors compensated?

We are a fee-only Registered Investment Advisor. You will always know what we are compensated. Click here to see our ADV Part 2A for more details.

To see our financial planning compensation please click here.

Does JBC Wealth Advisors provide investment management?

JBC Wealth Advisors does not provide investment management services.

Our clients typically work with an investment manager who they personally selected. It is also common for our clients to manage their own investments.

Why doesn’t JBC Wealth Advisors manage investments?

As a CPA Financial Planner, our skills are best utilized helping clients create and implement strategies to build and protect their wealth. We focus on your after-tax returns and return on life.

Will JBC Wealth Advisors work directly with my other advisors?

Yes, our goal is to help you implement 100% of your strategies. To reach this goal there is a lot of benefits for us to be your advocate in meetings with your other advisors. We are your financial advocate.

When can we meet?

You can schedule your free one hour All About You Meeting by clicking here!