Imagine your perfect future.
That’s where we come in.
We’ve been helping people think about the future since 1983. When Debbie Johnson, MS, CFP® opened these doors, she understood the value of helping people realize their goals by planning for the future. In 1991, Heidi M. Bixby joined the firm and later became the co-owner. After a 25-year career, Debbie retired in 2008 and Heidi became the sole owner of the firm.
Maintaining the same strong commitment to guiding people toward their financial goals with smart, thoughtful solutions is key to Heidi’s philosophy. She also believes strongly in giving back through community service. JBA supports several local organizations and events. So the legacy continues.
Today, we are a strong firm comprised of several certified financial planners with different styles and a wide range of expertise to meet your needs throughout your life.
As a locally based financial planning firm, we serve clients throughout the Northwest and around the world. We make it our business to stay current on the issues that affect our clients on both sides of the river and coast to coast. You can visit us at either one of our two offices located in Vancouver and Longview, Washington.
Not being the type of firm to rest on our laurels, each and every certified financial planner stays current on the latest money issues, laws and tax changes through constant coursework. In fact, our planners exceed the minimum requirement of 30 hours of continuing education every two years to maintain certification. We want to be of the very best service to our clients possible. One way to ensure that is to be on top of all the latest financial issues at all times.
Licensed through KMS Financial Services.
As an independent firm, we are not locked into any single sales platform. Nor do we sell proprietary products.
Our advisory and security licenses are held through our affiliation with KMS Financial Services. They are an independent firm, much like us. And they’re located in the Pacific Northwest. They provide us with regulatory, compliance and reporting services, as well as access to a wide selection of planning and investment options.