Schedule a Meeting With JD Financial Solutions & Insurance Group, Inc. or Call 207-241-7432
Bath, Maine
746 High Street Bath, ME 04530
207-241-7430
207-241-7432
info@nafinancialadvisors.com
We’ll Plan for the Whole Journey, Together.
The JD Financial Solutions & Insurance Group, Inc. Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Find a JD Financial Solutions & Insurance Group, Inc. Location
The place to build your future is right down the road.