Our Services

Our approach isn’t cookie-cutter. We take time to understand each client’s unique circumstances and needs, then create a personalized plan designed to help you achieve your goals. Components of a comprehensive plan could include:

Investments

You’ve put in the work and saved; now let us help you bring order to your finances by guiding you through the process of selecting the savings vehicles that can help achieve your goals.

Insurance

Planning for the unexpected brings peace of mind. Accordingly, insurance is essential to any comprehensive financial security plan.

Retirement Planning

It’s never too early – or too late – to start planning for the future. Planning for the retirement of your dreams will help ensure all of your hard work and careful savings last you a lifetime.

Your Finances

Financial security starts with sound money management strategies. From household budgeting to disposable income allocations, your daily decisions impact your ability to achieve your long-term goals.

Asset Allocation

Determining the proper mix of asset classes that closely match your goals, preferences, and tolerance for risk is our system of creating retirement buckets.

Wealth Transfers

If you’ve done well for yourself, then we can help you safeguard your success and help set your children on a course to do even better.

Home

Our Team

Our team is at your service.

J&J-team1.jpg

Left to right: Eric Kishbaugh, associate; Amy Temmel, client support manager; Renee Blackburn, office support manager; Jim Kishbaugh, president

Caring

the kindness we extend from our hearts

Sharing

the legacy we leave our family and community

Living

the vibrant energy that flows from us

Loving

the tenderness and affection we spread

Why Us?

J & J Financial takes a relationship-driven approach to helping clients achieve financial freedom.

Respected

Reliable

Principled

Let us help you plan for the financial freedom you’re working towards.