Schedule a Meeting With JD Financial Solutions & Insurance Group, Inc. or

Call (863) 381-7633

“So much information in such a short amount of time! The information is about the things that nobody tells you about or talks about. I would recommend this course to any working person.”

J. Malling

“Joe is really educated and truly wants to help his clients.”

M. Miller

“Great course. I learned so much each session. I appreciate the info and it is so important to know these things!!! I want to know more each time I come !! More teachers should take advantage of these sessions.”

A. Redding

“Great class! Great teacher! Very good tools for real life. Everyone should know some of them.”

J. Wauchula

“Enjoyed the knowledge and information gained during this class. I would highly recommend this class to everyone young and old to get this knowledge.”

A. Sebring

“The instructor openly shared a number of strategies to save money, reduce risks and minimize tax consequences.”

K. Dexter

“I would recommend this course to anyone either approaching retirement or newly retired for future benefits.”

M. Judd

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 strategies areas
  • Establish our plan for communication and connection

JD Financial Solutions & Insurance Group, Inc.

The place to build your future is right down the road.

Sarasota, Florida

7365 Merchant Court, Suite #5
Sarasota, FL 34240