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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.

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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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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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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