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"JD Financial Group's theme is living by design and not by default." -Self Discovery
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JD Financial Group understands that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
If money wasn't an issue what would you do with your time and why is that valuable to you?
Senior Director - Community Relations
Senior Director - Research and Insight
"Success is really nothing more than the progressive realization of a worthy ideal. This means that any person who knows what they are doing and where they are going is a success. Any person with a goal towards which they are working is a successful person."
- Earl Nightingale
"Time management is an oxymoron. Time is beyond our control, and the clock keeps ticking regardless of how we lead our lives. Priority management is the answer to maximizing the time we have."
- John C. Maxwell
"If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us."
- Jim Rohn
A Brief History of Estate Taxes
Women on the Rise
Preparing for the Expected
Managing Money as a Couple