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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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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.

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: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

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

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