Services
At JD Financial Group, we provide expert assistance in the following areas:
Investments
- Mutual Funds
- Money Market
- Brokerage Accounts
- Advisory Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Fixed Annuities
- Indexed Annuities
- Variable 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
- Fee Based Financial Planning