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TAX TOOL

LEGACY

RETIREMENT REALITY CHECK

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HOME
OUR STORY
- OUR TEAM
PHILOSOPHY
IN THE MEDIA
EVENTS
CONTACT

Office: (941) 203-8103
Fax: (863) 248-3626

joe@JDFinancialSolutions.com

7365 Merchant Ct., Suite #5
Sarasota, FL 34240

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more info visit sec.gov and search by our firm name or by our CRD #175083.

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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