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Our 3-Step Process

Personalized Financial Planning

At Johns Brothers Financial, you are the top priority. We have created a unique, three-step process that gives us the comprehensive understanding we need to assess your financial condition and recommend appropriate changes to enhance your journey. We value the advantages of the long-lasting relationships we develop.

1. Initial Conversation

In our early meetings, we will review your current financial environment and discuss your objectives so we understand your goals and discover where we can help you overcome challenges and maximize opportunities.

2. Setting Goals

By documenting your objectives, we gain a precise understanding of your priorities. This empowers us to leverage the insights we have gathered to formulate a personalized investment strategy to assist you in accomplishing those goals.

3. Ongoing Review & Adjustments

Our regularly scheduled meetings support our objective of building a stronger relationship with you. We value the trust you offer us, and we work to earn it by offering solutions that help you make consistent progress toward your financial goals.

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Who We Work With

Johns Brothers Financial is proud to create personal strategies for professionals, pre-retirees, retirees and business owners.

Who We Work With

Contact Us

We want to answer all your important financial questions. Contact Johns Brothers Financial today to start building a comprehensive plan.

Contact Us Today

Our Team

Our professional team leverages broad skills and experience to provide a comprehensive range of financial and tax services.

Meet the Team