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Complimentary Financial Review

Sign up to receive a Complimentary Financial Review so we can review the strategies and options available to meet your Retirement Goals.

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Free Monthly Newsletter

Subscribe to receive my Monthly Newsletter with facts and tips on how you can plan for Retirement.

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

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JD Financial & Insurance Advisors

Helping People Secure Their Retirement

We have been working with individuals and businesses in the area for over 35 years. 

Our goal is to get your money to work as hard for you as you worked for it.  Your investments need to accomplish multiple objectives, if not, they should be repositioned.  

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and develop strategies to help you achieve them.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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