Services

At JD Financial Group, we provide expert assistance in the following areas:

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Fixed Annuities
  • Indexed Annuities



Employee Benefits

  • Defined Benefit Plans
  • Profit Sharing Plans
  • Deferred Compensation Plans
  • 401k Retirement Plans
  • 403b Retirement Plans
  • Selective Executive Retirement Plans
  • Executive Bonus Plans
  • Group Health Insurance
  • Voluntary Health Benefits

Insurance & Financial Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Buy & Sell Agreement Funding
  • Split Dollar Life Insurance
  • Key Person Life Insurance
  • Financial Needs Analysis
  • College Planning
  • Retirement Planning