169 Midway Drive, DuBois, Pennsylvania 15801
Robert L. Javens FINANCIAL ADVISOR 814-371-5300 “I help people build a strategy that works towards securing their financial future by using a goal oriented, advice driven approach in a way that best fits their priorities and objectives.”

Let’s Build a Strategy For You

As an Independent Financial Advisor with over 30 years of business management and operations experience, Bob brings a passion for client focused strategies and solutions through a Goal Oriented, Advice Driven Approach. He will help you develop a strategy to protect what you have built so far, and take advantage of opportunities to grow future wealth, working towards securing your financial future. Bob is proud to be a partner of and supported by members and staff of Reynolds Financial Advisors.

Email Bob to Schedule a Meeting

The Goal Oriented Advice Driven Approach to Financial Planning

1. Getting to Know Each Other
What are your goals, objectives, and priorities?

2. Gathering Information
What is the current status of your assets, debt, cash flow, Retirement Planning, and Risk Management?

3. Analyze the Data
Develop a Strategy to meet your current needs and future goals and objectives in a way that fits your individual situation. Compile all the data and information into a Financial Analysis.

4. Make Recommendations
Review the analysis and suggest possible solutions. to meet the stated Goals and Priorities.

5. Decide and Implement
Select the plan that best fits your individual needs and objectives.

6. Periodic Review of your Plan
Because “Life Happens”, things change over time. My commitment to each client is to meet on an annual basis, more often if needed, to evaluate your progress, and make any necessary adjustments to your Plan.

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Financial

Bob can meet with you to review the entire scope of your financial portfolio, offer solutions, and make recommendations. If necessary, we work with your attorney and accountant.

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Education

Savings are the cornerstone of any successful College Financial Plan. Bob will help you develop the right strategy for your children, grandchildren, or other loved ones.

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Retirement

Most people recognize the importance of sound Retirement Planning, but aren’t quite sure where to begin. Bob will assess your current situation and help you develop a plan based on your goals, objectives, and priorities.

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Risk Management

We all think “Bad things only happen to other people.” But what if your family experiences a loss or injury? Bob will guide you through your options in meeting your responsibilities in protecting you and your loved ones through Life, Disability, and Long Term Care Insurance.

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Investment

Through Woodbury Financial Services, Bob can provide brokerage services for the purchase or sale of stocks, bonds, mutual funds, and ETF’s, helping you choose from thousands of investments designed to meet investors’ needs.

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Business Succession

Many small business owners pour their blood, sweat, and tears into their business year after year and neglect to plan for their own financial future. Bob can work with the SBO’s attorney and accountant to help develop key Business Planning Strategies.

Location:

Contact Info:

Contact:

Location:

Contact Info:

Bob Javens - Financial Advisor 814-371-5300 814-371-5440 rjavens@woodburyfinancial.net
169 Midway Drive
DuBois, Pennsylvania 15801

Hours:

Monday-Friday: 9am-5pm Evenings and Saturday Hours By Appointment

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