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About Us

43252 Woodward Ave. Suite 205
Bloomfield Hills, MI 48302

Phone: 248-454-1702
Fax: 248-454-1704

bdaoud@jbtfinancial.com
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JBT Financial LLC is dedicated to delivering comprehensive wealth advisory services and financial planning to our clients. By providing investment analysis, consulting, asset allocation, and wealth management services, we are focused on helping clients achieve their best outcomes. We value long-term relationships and understand that satisfied clients are the key to our success.

Our services cover all areas of financial management, from investment and retirement planning to risk management and insurance. Our process is built on working with our clients to develop a financial plan that fits their unique needs and is designed to help them meet both short- and long-term objectives.

Securities offered through LPL Financial, member FINRA and SIPC. Investment Advice offered through Strategic Wealth Advisors Group, Inc., a registered investment advisor and separate entity from LPL Financial LLC. JBT Financial and LPL Financial are not affiliated entities.

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Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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Market Watch

May 21, 2012 @ 06:47 PM

Dow Jones Industrials	12,504.48	+ 135.10
Nasdaq Composite	2,847.21	+ 68.42
S&P 500	1,315.99	+ 20.77

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