JD Financial Solutions & Insurance Group, Inc.
No matter where you are in life, your financial future is our
highest priority. Our financial strategies process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.
Schedule a Meeting With JD Financial Solutions & Insurance Group, Inc. or
Call (863) 381-7633
JD Financial Solutions & Insurance Group, Inc. is here to help you manage your finances so you can pursue your ultimate goals.
Financial Strategies
Our financial strategies process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Retirement Solutions
At JD Financial Solutions & Insurance Group, Inc. we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial strategies.
A strategy based on your goals:
Strategies for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Annuities
Alternative Options
Asset Protection
CD Alternatives
Fixed Indexed Annuities
Guaranteed Income
Income Strategies
IRA & 401(K) Assets and Strategies
IRA, 401(K) and 403(B) Rollovers
IRA Legacy Strategies
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Indexed Universal Life Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Retirement Income Strategies
Retirement Income Strategies
Safe Money Options
Social Security
Tax-Efficient Strategies
Tax Strategies
GIVE
Provide for the people and causes you care about the most.
HOW?
Deferred Income Annuity
Immediate Annuity
Life Insurance
Lifetime Income Strategies
“Living” Your Legacy Retirement and Legacy Strategies
Living Benefits Insurance
Stock Market Protection Strategies
Tax Reduction Strategies
Tax Depletion Techniques
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
JD Financial Solutions & Insurance Group, Inc.
Sarasota, Florida
7365 Merchant Court, Suite #5
Sarasota, FL 34240
863-381-7633
Joe@JDFinancialSolutions.com
