Jason Bentley Financial Services, also known as JB Financial Services, is an independent financial services agency founded by financial planner Jason Bentley. Drawing on more than 20 years of experience in the financial industry, Bentley helps clients work toward financial independence with strategies tailored to their goals, circumstances and vision for the future. The firm emphasizes personal guidance, financial education and solutions designed to address concerns such as market, health, longevity and retirement tax risks.

Its services include financial planning, retirement planning, investment management, insurance solutions and tax strategies. The firm also discusses alternatives to traditional portfolio construction and options that may support wealth protection, growth potential and access to funds. Retirement tax planning is a particular focus, including strategies to help clients understand and manage potential tax obligations on tax-deferred accounts. Through its blog, videos and other resources, JB Financial Services shares information on topics such as annuities, Social Security, saving for college and personal finance.