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The world is complex.
We recommend taking a comprehensive view.

In today's ever-changing world managing your financial future is a lot harder than it used to be. You need someone to guide you. Not just anyone, mind you, but a detail-oriented advisor, strategist, consultant and financial confidant with a head for numbers. Top it all off with a warm smile and a firm handshake and you’ve arrived at our office. 

Since 1985, we’ve been serving the needs of each and every client individually as an independently owned financial planning firm.

Everything you've ever heard about financial planners is true. We are sticklers for details. We really do believe there's a place for everything. And conversely everything should always be in its place. Nothing excites us more than finding the solution to a complex problem. At JBA, we live and breathe financial planning, so you don't have to.

Making your goals happen.

We're so glad you're here.

Welcome. We love helping new clients set and attain financial goals. We believe smart financial planning is something that happens over a lifetime. We look forward to building a partnership with you. But we can also provide a one-time assessment for you. Let’s connect. Give us a call at 360-695-1795 or email casey@johnsonbixby.com.
 

Check Out Our tIME & mONEY Newsletter

The latest issue talks about the tax forecast for 2014, Social Security statements and shares highlights on what's been happening inside the walls of JBA. 

jba sUMMER SEMINAR series

JBA’s 2014 summer education series features two smart, well-informed, speakers.  Please join us for one (or both) of these remaining seminars.  Guests are also welcome.  Space is limited though, so register early!             

 

 

Your first visit.

Your first meeting will take about two hours. We will ask you to bring several things including a few forms, which you can download here. We'll ask you questions. You can ask us questions. We'll get to know each other better. And then we'll put together a customized plan to fit you. If you have any questions, please feel free to contact us.