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Creating Wealth,
Preserving Wealth,
Enjoying Life.

Creating Wealth,
Preserving Wealth,
Enjoying Life.

Creating Wealth,
Preserving Wealth,
Enjoying Life.

 

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John “JB” Birney Our Founder and Owner

Meet John “JB” Birney - watch (and share) this short video as JB talks about JBirney Financial and how we help.

As an investment advisory representative of United Planners, we offer clients both fee based and non-fee based investment platforms, or a combination of both. Our clients understand that one size does not fit all, and the difference between “value” and “cost” when it comes to making important investment decisions. At JBirney Financial, our ideal client is an individual or business that has accumulated assets but does not have the time, interest, and/or knowledge to manage them without help from an advisor.


 

It All Starts With A Map - AN ASSET MAP!

Our Invaluable Free Tool to Give You Clarity and Peace of Mind

Contact Us Today to help create your personalized Asset Map and begin your journey.

Working Together on the Road to Financial Independence

When you work with JBirney Financial, you are partnering with a real down-to-earth person who cares about you and treats you with respect. Think of us as a friendly navigator guiding you on your way. 

In our initial meeting, our aim is just to understand your needs and goals. Just like meeting with a new friend, we will ask questions and learn more about each other. This is where we will create for you a personalized tool called the Asset Map. This tool helps us know you better, aids in making your situation clearer, and gives you a visual of your options. With an Asset Map in hand and the advice of your advisor, we are able to help you decide on what path you can now take to grow your wealth. 

Start planning your financial journey with us by watching this short video. If you are interested in building a custom-made Asset Map, give us a call today at 386.693.4407. 


Saving & Income Strategy

Retirees should develop a savings plan that considers good and bad markets and adjusts expectations and strategies over time. Is it time for you to start thinking about that process? Let us help you figure out to allocate your hard earned savings and then how to withdraw the crucial income that must be sustained throughout your lifetime.

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Insurance

As we grow older, get married, build families and start businesses, we come to realize more and more that insurance is a fundamental part of having a sound financial plan. Feeling secure about how to protect your family and loved ones, how to leave an inheritance and how to pay off debts and other expenses, is as important as how you invest your money.

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Saving For College

Your child's college tuition could be one of the largest expenditures you ever make. And, if you have more than one child, the financial commitment is even greater. The challenge you face is shared by millions of others. Remember, even if your goal seems overwhelming now, proper planning and saving can put the cost of any college within your reach.

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Estate Planning

If you own something of value that you would pass on to someone else upon your death, you have an estate. Whether you know it or not, you also have an estate plan. An estate plan can be as simple as having a will and naming a beneficiary for your 401(k), or as complicated as having several trusts for different purposes in addition to your will.

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Schedule a time to meet with us

Contact Us

John "JB" Birney
Owner, JBirney Financial Inc

John "JB" Birney has more than 35 years of experience as a Financial Advisor, working extensively with businesses owners, individuals and families. As an Investment Advisor Representative with United Planners, JB enjoys problem-solving with clients and helping them face the many challenges of investing and preserving their wealth in today’s ever-changing world. He is a passionate financial educator; bettering client lives through proper planning.

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Additional info

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Contact info

  •   Office:
    104 South 4th Street, Flagler Beach, FL 32136
  •   Mailing:
    P.O. Box 268, Flagler Beach, FL 32136
  •   386.693.4407
  •   JB@JBirneyFinancial.com

A Bosses For Babies Business

A Bosses For Babies Business

John T. Birney is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC. JBirney Financial and United Planners are not affiliated.

John T. Birney is registered to conduct securities business in AL, CA, CT, DC, FL, GA, IL, MD, MI, MN, NC, NY, OH, OR, SC, TN, TX and WA.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than FL, GA, MD, MI, NC, TN and WA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This material was prepared by Advisor Website, and does not necessarily represent the views of United Planners Financial Services. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. Neither United Planners nor its financial professionals render legal or tax advice. Please seek such advice from your own tax and legal counsel.  If assistance is needed, the reader is advised to engage the services of a competent professional. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window.  These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties.  We are not making any recommendations or providing any advise on securities in particular or investments in general. Neither JBirney Financial nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

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