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Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

DISCIPLINED WEALTH MANAGEMENT

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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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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A Primer on Dividends

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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