Investing

Everyone has different goals for their retirement. To reach these goals, a certain amount of risk may be needed. Just like everyone’s goals are different, so is their risk tolerance and risk ability. As you move from one financial season to another, your risk ability often changes as well as your tolerance for the swings in the market.

Jabez Financial will work alongside you to determine your risk ability and gauge your risk tolerance and help find the investment strategy that will best suit your financial season with your goals in mind. Our objective is to construct the investment portfolio that can prepare you for a retirement you can be proud of.

Insurance

Shopping for insurance can be like going to the store for something and come home with everything except what you went there for in the first place. The main purpose of insurance is to replace a financial loss or to create a gift, but some people can be over- or undersold.

Just get what you need; no more and no less.

Jabez Financial will do an in-depth analysis to have a better understanding of your insurance needs and wishes for the future. From there, we’ll develop a plan to help serve your needs both now and in the future.

Financial Planning

Age has nothing to do with financial independence.

Just as there are young adults that have inherited a pile of money and never need to work, we also see people in their 70s still working retail to make ends meet. Just because you turn

65 doesn’t mean you’ll be able to retire. Financial independence requires building enough assets that provide you enough income for the rest of your life.

We’ll explore the types of assets you’re interested in building and develop a plan that works with your portfolio and retirement goals.