Services

At J. Benjamin Financial, we believe clients should have a choice. If you aren't using the full service, you shouldn't have to pay the full service price. Our suite of services are a la carte so you pay for what you need, and not for what you don't.


Account Management

Your investment strategy and lineup are created and managed within the range of risk you discuss with your advisor. We make sure it doesn't leave that range.


Accounts and Planning 

Account management plus a full-blown, fully managed financial plan to help you achieve your goals and complete access to our financial planning software.


Financial Planning Only

 We don't manage your accounts, but we do gather all the information needed to write you a killer plan using some of the best financial planning software available.


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