Individuals

Exceptional Financial Services for Individuals

At Jobe, Hastings & Associates, we believe that successful financial planning and wealth building must not stop at the business level but are inextricably connected and extend to the owner’s finances. And the opportunity to effectively plan for financial security is not limited to business owners but applies to employed and retired individuals. Considering personal factors such as age, retirement dreams, family dynamics and needs, educational goals, and other specifics, we can help you develop plans and strategies to achieve your financial objectives.

Contact our office in Murfreesboro, TN, at 615-893-7777 for more information and to schedule a consultation with one of our expert financial advisors.

Keep More of Your Hard-Earned Money

Effective tax planning and accurate preparation are critical components of any personal financial plan. Our tax professionals have years of experience maximizing tax-planning opportunities and minimizing income taxes. Our goal is to help you keep more of what you make! JHA can help you achieve your goals through our services, including:

Income tax planning and advice
Tax return preparation
Personal financial planning
Retirement planning
Estate planning
Representation in an IRS audit
Business succession and exit strategies

The Benefits of Our Financial Services for Individuals

Our team of experienced professionals at Jobe, Hastings & Associates offers various services, including retirement strategies, tax planning, and retirement planning. We take the time to understand your unique circumstances, preferences, and aspirations, tailoring our approach to meet your needs. With our guidance and expertise, you can make informed financial decisions, optimize wealth, and build a solid foundation for a prosperous future. Take control of your economic well-being today with the help of our experts and unlock your true financial potential.