Our Process
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What are your financial priorities, goals and values?

"JD Financial Group's theme is living by design and not by default." 
-Self Discovery

What does financial freedom mean to you?

Discover an array of services for all your financial needs .

  • Business Planning

    Smart retirement planning income shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
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  • Business Coaching

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.
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Executive Team

Put century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Living by Design

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?

Connect With Us
<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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<p>The ABC&#8217;s of Auto Insurance</p>

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?
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<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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