JDR Wealth Management, LLC | Goal Based Financial Planning

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

DISCIPLINED WEALTH MANAGEMENT

Welcome to JDR Wealth Management, LLC. Our clients are successful families and small business owners who have hectic schedules. They are looking for guidance and support in pursuing their financial goals which they know they need to prioritize .

Our goal? To make stressful situations less stressful with planning.

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Change Your Financial Future Today (female voiceover) from RightCapital on Vimeo.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

Conducts comprehensive research

Recognizes service professionals

Partners with leading city/regional magazines

Helps award winners gain the recognition they deserve

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