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Coaching Sessions

At JBL Financial Services we strive to preserve, protect and prudently grow the assets you have taken your entire lifetimes to accumulate and focus on delivering a reliable stream of income for you to count on and pass on to loved ones. We cost effectively address healthcare needs by helping individuals enroll in Medicare, individual health insurance policies, and choosing the best plan to supplement their coverage. Our goal is to help you and your family become financially independent and plan for a secure and enjoyable retirement. We aim to achieve this by addressing all of the components that make up an individually tailored and comprehensive strategy that builds success for financial independence

We offer cost free and obligation free personalized coaching sessions at our offices in Clayton where we develop comprehensive step-by-step game plans for our clients and make them financially able, and ready, to enjoy retirement. Our objective is to help you identify your retirement goals and keep you on track during the process. Throughout our relationship, we’re here to coach you through and hurdles you face and offer you the choice to visit us for quarterly reviews at your convenience.


How We Can Help

As you approach retirement, you will likely face a number of decisions that may impact your finances. And while you live in retirement, it’s important to stay on track as you pursue your financial goals and preserve your hard-earned assets.

Our goal is to help you identify your retirement goals, develop a game plan aligned with your needs and situation, and help you stay on track as you enjoy your retirement years. Throughout our relationship, we’re here to coach you through any hurdles you face and answer questions you may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • How can I get the most out of my 401(k) and/or IRAs?
  • What should I do with my 401(k) once I stop working?
  • What is the best way to consolidate my numerous IRA accounts?
  • How can I create a steady stream of income that lasts through retirement?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • What are the elements of a sound estate plan?
  • When should I claim Social Security?
  • What are my options for Medicare?