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Services & Fees

Services & Fees

Services & Fees

Client Tools

Money Guide Pro

Annual Credit Report

JBY Secure Portal

Social Security Administration

Features & Affiliations

Fee Only CFP

XY Planning Network

Sun Prairie, Wisconsin

Dane County Rotary

Financial Advisor

JBY Financial Planning is a Registered Investment Advisor (RIA)

Based in Sun Prairie, WI
Serving clients in-person and virtually throughout the U.S.

715.965.0058

info@jbyfinancialplanning.com

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