JBIRNEY FINANCIAL, INC.
FLAGLER BEACH, FLORIDA

John "JB" has over 33 years of experience as a Financial Advisor and 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 and putting their money to work using traditional investments, alternative investments, annuities, life insurance and separately managed (fee-based) accounts. He stays fully involved in the community and currently serves on board of the Flagler County Chamber of Commerce. JB is also Past Chairman of the neighboring St. Johns County Chamber of Commerce. In addition, he was a 2007 graduate of the Northeast Florida Regional Leadership Academy, which represents seven counties in NE Florida. He held a gubernatorial appointment, from Governor Charlie Crist, to the board of The Early Learning Coalition of Putnam and St. Johns Counties. Always passionate about quality early learning, JB now sits on the board with the Early Learning Coalition in Flagler/Volusia and is proudest of his involvement with early literacy and in helping to bring the Dolly Parton Imagination Library to the First Coast and now, the Fun Coast. Shannon Kenton joined JBirney Financial in 2011 and always provides a welcoming smile with her over 22 years of insurance and banking experience. In addition to managing the insurance department at JBirney Financial, (Life Insurance, Fixed Annuities, Long Term Care Planning and Disability Insurance) Shannon also captains all marketing efforts and runs the overall day-to-day operations. She loves working with our clients and helping counsel them on important life decisions.  Shea Birney was hired on as the Administrative Coordinator for JBirney Financial in 2012, and has since become a priceless asset to our team.  Shea excels at executing the day to day operations of the business as well as understanding and integrating current technology platforms to improve efficiency and productivity for the company.  A Florida native, Shea graduated with honors from Flagler Palm Coast High School in 2008. He majored in Philosophy at the University of Central Florida, and currently resides in historic St. Augustine, Florida.  Shea is also a songwriter/ singer and performs his original music locally and regionally.  You can keep up with his live performance schedule at sheabirney.com.  John Jr. joined the team at JBirney Financial in 2014, as an “Apprentice”. He brings a youthful exuberance, curiosity and a willingness to go above and beyond to always make sure that our clients are satisfied. On December 15th, 2014, he passed his Series 7 FINRA exam and is now a Registered Assistant at United Planners Financial Services. (The testing date is exactly 30 years from the date that his dad JB completed it!) He also holds an insurance license for Life, Health & Variable Annuity business in the state of Florida. Outside of work, John is active in community theater, appearing in several productions, including Into the Woods, One Flew Over The Cuckoo’s Nest, Avenue Q and The Complete Works of William Shakespeare: Abridged. He also enjoys playing Ultimate Frisbee every weekend. In March of 2017, John Jr. and his wife Chrissie welcomed their beautiful baby girl, Lennon Paige Birney, into the world. It helps us know you better, aids in making your situation clearer and clarifies your options. 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. 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. 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. . JBirney Financial and United Planners are not affiliated. 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.