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Welcome to J BLACK FINANCIAL GROUP's Website

We invite you to review the information on our web site. You can access your accounts, read articles and try out various calculators to help you determine your future needs.

If you have any feedback or questions, please email John at: john.black@nm.com, or call him directly at: (913) 676-8037 Skype icon.

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Our Purpose

"We make a difference in thoughtful, caring, receptive people's lives by helping them make sound financial decisions and preventing them from making poor ones. Our purpose is to help you clarify your vision and values, and implement solutions to achieve successful outcomes. Knowing that you and your family are provided for in any event, allows you to focus on the more enjoyable, non-financial aspects of your life."

Why Us

  • Working with us, holistically, can help improve client outcomes
  • We take an academic approach utilizing Nobel Prize winning theories and mathematics
  • We're not a Wall Street firm or investment bank and don't sell proprietary investment products
  • We are disciplined and stick to the plan, in good times and bad
  • We integrate risk management, investment management and financial planning
  • Our team provides a better client experience than working with robots

Our Beliefs

  • If you believe in math and dislike taxes, you're going to love our strategies and tools
  • Minimizing taxes helps to improve client outcomes
  • It's just as important to win the tax game from age 60 to 100, as it is today
  • Being the best planner/advisor is more important than being the largest firm
  • Behavioral Economics is one of the single-most important factors in determining plan success

We're top ranked by Forbes

John Black has been recognized as a Best-In-State wealth advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-In-State Wealth Advisors 2022

Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


J BLACK FINANCIAL GROUP Featured in the Media

We were recently featured in some local and national publications. Please click on the magazine cover to see our articles.


Fee-Based Financial Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Financial Representatives do not render tax or legal advice. Taxpayers should consult with a qualified tax professional for tax advice.


"Achieving success by helping you connect what’s on your balance sheet with what’s in your heart.”

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.