Investing in your Future

JBX Financial offers investments through Brookstone Capital Management based in Chicago, Illinois. We chose to partner with BCM because they are a mid-sized Registered Investment Advisor that are large enough to offer a wide array of securities investments to our clients, but small enough to still be very responsive to the average investor. Additionally, Brookstone uses a stable of independent, tactical money managers whose focus is to attempt to limit large market drawdowns. While many advisors subscribe to a buy and hold strategy and diversification across multiple asset classes for their clients, the financial crisis of 2008 proved the need for a more active management philosophy. While all securities investments carry risk of loss, we believe that attempting to avoid the large market drawdowns through actively managed accounts is in the best interests of our clients.

Insurance & Annuities

Most Americans believe that life insurance only has one benefit: a death benefit. In other words, most people think they have to die for life insurance to be of any use to them. Many of our clients, however, are well aware of the living benefits that a properly structured life insurance contract offers. For example, did you know that a cash value or permanent life insurance contract offers many of the following benefits?

• Tax deferred growth
• Tax free distribution
• Competitive return
• High contributions
• No loss provisions
• Guaranteed loan option
• Unstructured loan repayment
• Liquidity use and control of your money

We are contracted through several national carriers to offer our clients some of the most cutting edge insurance products in the industry, including both life insurance and annuities.