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Our Philosophy

WE BELIEVE IN YOUR RIGHT TO RETIREMENT ON YOUR TERMS.

We are dedicated to supporting your financial goals with personalized financial services that are based on a “protection first” planning approach. The focus of this approach is about getting to know you, your financial goals and your objectives for retirement.

What are we passionate about? Jolles Financial set out more than three decades ago with a simply stated mission, “setting the standard for service”.  For decades we have remained independent in seeking the best financial solutions, advocating for the best possible underwriting, challenging health, life and disability claims, and navigating the complexities of long term care. We lead with purpose. Our passion for helping our clients arrive in retirement in good health extends to our work in the local school system, helping businesses promote financial fitness and worksite wellness, and helping our community to make wellness a priority.

Brian learned early in his career that being truly successful throughout life and in retirement isn’t only about having enough financial assets; it’s about protecting your earnings, your assets and your family.  And it’s also about prioritizing your health and those who count on you to protect them.  Jolles Financial was built around balancing three principals: strategic planning, the appropriate protection and the promotion of wellness.

Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a wealth management strategy that fits your financial goals and retirement dreams.

IF OUR PHILOSOPHY MATCHES WITH YOURS, CONTACT US TODAY!

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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