JLB Financial, Inc.
Keeping Uncle Sam Out Of Your Business & Wallet
Sustainable Wealth Solutions with Comprehensive Financial Planning
Planning That's Just As Unique As You
Every person is unique. Every business is unique. Every legacy is unique And your planning should reflect that! Whether you are looking to Grow, Access or Protect your wealth, my goal is to help you do that in the most tax-advantaged methods possible. Often these strategies include:
- Advanced Tax Strategies
- Investment Strategies Tailored to Your Needs
- Risk Management & Protection Planning
About Jon L. Bowles
About Jon Bowles
When I was child, my mother used to read to us from Shel Silverstein’s Giving Tree. And the message of compassion and caring was one that has stuck with me ever since.
And it’s something that I rely on in my role as a financial advisor. That’s because my approach goes beyond numbers into building a true relationship with my clients. I want to be a trusted and strategic partner who can help them move into their financial future with confidence.
Many of my clients are business owners and medical professionals who have found success in their careers. But they are looking for expert guidance to successfully navigate their unique opportunities and challenges. I can help them with everything from strategic tax planning and succession planning to estate planning and leaving a legacy. And I’m able to bring the full resources of JLB Financial to help with that.
By the way, my mother is still around and kicking (although she’s not kicking as high as she used to). But she was and continues to be a major inspiration for why I entered the financial services industry.
Want to See a Full List of Our Services?
Cutting Edge Products, Tools & Solutions
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To Better Serve You
Life Insurance
You know what it is, but have you ever wondered how YOU can benefit from it? Learn more about how this tool can actually help YOU while you're still living!
Tax-Free Retirement
Retirement planning isn't the most fun topic in the world, but what if we showed you how you could keep an extra 20%, 30% or even more that would have gone to taxes?!
Employee Retention
As a business owner, the need to Recruit, Reward & Retain valuable employees is more important than ever! Learn how you can stand out from the competition by offering unique and attractive benefits!
Business Tax Tools
You have risks in your business that you deal with, that you just can't find normal insurance for. Things like lawsuits, data breach, supply chain risk and more. What if you could cover those AND take a
$2 MILLION+ Tax Deduction in the process?!
Need other solutions? No problem!
Personal & Family Planning
Planning for tomorrow without sacrificing today...
We're not here to tell you how to live your life. We're here to give you the road map to get you where you want to be in the future, while keeping today's needs in mind.
From budgeting and life insurance to investment planning and wealth building, we are here to worry about your financial needs so you don't have to!
- Protect Against Risk & Losses
- Reach Financial Goals
- Create A Lasting Legacy
Business Planning
You work hard IN your business every day...
We help you earn and KEEP more money by making sure your business is being worked ON.
With us, you don't have to worry about whether or not you are losing money or people (both in your business AND your personal life) due to a lack of planning.
Regardless of what your team looks like today, we include experts and specialists at every stage of the planning process with a special focus on:
- Advanced Tax Planning to Keep More of YOUR Money
- Retaining Key Employees to Keep Your Business Running Smoothly
- Protecting Against Known and Unknown Threats to Your Business
Retirement Income Planning
How do you want to be remembered?
Designing a legacy means more than just making sure you pass on wealth to future generations. It's about making sure your story and what really matters lives on forever in the hearts of those you care about most.
Our three-pronged approach is about leaving a lasting legacy that encompasses your:
- Values
- Family
- Community
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