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.

Learn more

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Learn More

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Learn More

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Learn More

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

HAVE A QUESTION

Name

Email

Address

Phone

Question

Thank you! Oops!