Using a team approach, J. Lindberg & Associates works regularly with other professionals such as attorneys, Certified Public Accountants, trust officers, Mortgage Analysts etc., to offer sound financial and estate planning advice. J. Lindberg & Associates specializes in the areas of investment, financial, estate, risk management, retirement, and business continuation planning. J.Lindberg & Associates offers non-biased planning and does not represent one particular Company, but represents the client. This independent non- biased approach has been the key to their success for over 25 years.

The financial management process that J. Lindberg & Associates does begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.



Some of the services we offer:



1) Retirement Income Planning

2) Estate Analysis

3) Investment Planning

4) Fee Based Asset Management

5) Estate Conservation

6) Long Term Care Planning 

7) Life Insurance / Survivorship Needs Analysis

8) Stocks, Bonds Corp./ Gov./ Municipal 

9) Charitable Giving

10)Wealth Succession Planning