JBM Health & Wealth Consulting, LLC

JBM Health & Wealth Consulting, LLC It's said that if you have your health, you have everything.

My financial services practice recognizes the important role that health plays in developing a comprehensive financial plan.

Happy 529 Day! With recent legislative changes, these plans are even better for college savers.  Contact me to get start...
05/29/2023

Happy 529 Day! With recent legislative changes, these plans are even better for college savers. Contact me to get started!

5.29.23

A special thanks to the women who make the world go round!
05/12/2023

A special thanks to the women who make the world go round!

5.14.23

Happy 529 Day!  With recent legislative changes, these plans are even better for college savers.  Contact me to get star...
05/03/2023

Happy 529 Day! With recent legislative changes, these plans are even better for college savers. Contact me to get started!

5.29.23

Robin Williams's son is dedicating his life to improving mental health since his father's tragic death by su***de: 'Serv...
05/03/2023

Robin Williams's son is dedicating his life to improving mental health since his father's tragic death by su***de: 'Service is my path to happiness'

Zak Williams shared the pain of losing his father, renowned actor Robin Williams, who died by su***de in 2014. "After my dad died by su***de, I was diagnosed with complex PTSD, generalized anxiety disorder, depression, and was doing super unhealthy things like self medicating, using alcohol," Willia...

As a small business owner myself,  I always try to support other small businesses.  Thanks to all of our clients for sup...
05/01/2023

As a small business owner myself, I always try to support other small businesses. Thanks to all of our clients for supporting JBM Health & Wealth Consulting over the last 4 years!

May 2023

Play the long game to outlast inflation - Nationwide Financial
10/05/2022

Play the long game to outlast inflation - Nationwide Financial

Considering the power inflation can exert over the economy, there's something poignant in searching for historical parallels to understand today's inflationary crisis. According to the Federal Reserve, since World War II, there have been six periods when inflation (as defined by the Consumer Price I...

Inflation is very difficult but a financial plan can help you regain a sense of control! Contact me for a no cost consul...
09/20/2022

Inflation is very difficult but a financial plan can help you regain a sense of control! Contact me for a no cost consultation on getting a plan in order.

Rising inflation and fear of recession are big topics in the news right now, not just in the financial press. But these headlines aren't much of a surprise to many American families. Whether it's at the gas pump or the grocery store, the pressures and uncertainties about their financial pictures are...

Financial planning.  It's not just for the rich.  Contact me for a no cost consultation.
09/15/2022

Financial planning. It's not just for the rich. Contact me for a no cost consultation.

Financial Planning isn't just for the rich. If the past two years have provided us with any key takeaways, it has certainly given us an important lesson about money and personal finance.

Keep saving into that retirement plan!  Your future self will thank you.
09/14/2022

Keep saving into that retirement plan! Your future self will thank you.

National 401(k) Day is celebrated on September 9 to help Americans better understand their retirement plan by bringing awareness to the importance of saving for retirement. According to the Nationwide Retirement Institute®, less than 6 in 10 employees have a positive outlook on their retirement pla...

Inflation is certainly making life difficult but don't lose sight of your long term financial goals!
05/10/2022

Inflation is certainly making life difficult but don't lose sight of your long term financial goals!

Another month of rising inflation means Americans are paying more for everything from food to gasoline.

Address

605 Division Street #11
North Tonawanda, NY
14120

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17169062457

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