Services Offered At JDR Wealth Management we are here to help our clients strive toward their financial goals and objectives, The biggest key in achieving these goals is having communication that fits your needs, we do this by building a custom communication schedule with each client.. CONSULTING SERVICES HOURLY OR FLAT FEE PRICINGCASH FLOW MANAGEMENTDEBT REDUCTION STRATEGIESCOLLEGE SCHOLARSHIP RESEARCHSTUDENT LOAN REVIEWCOMPLETE FINANCIAL PLANSPENSION ELECTIONSSOCIAL SECURITY STRATEGIES Learn more INVESTMENT MANAGEMENT CUSTOMIZED PORTFOLIO CONSTRUCTION AND MANAGEMENTMUTUAL FUNDS, ETF'S,RE-BALANCING AND ADJUSTING BASED ON CLIENT GOALS/OBJECTIVES MARKET BASED ADJUSTMENTSTAX EFFICIENT PORTFOLIOIRA MANAGEMENTRMD MANAGEMENTROTH IRA MANAGEMENT401(K)/403(B) STRATEGIESINCOME PRODUCING STRATEGIES529 COLLEGE SAVINGS PLANS Learn more FULL FAMILY WEALTH MANAGEMENT FULL ACCOUNT AGGREGATIONCASH FLOW MANAGEMENT AND ANALYSISACCESS TO DAILY NET WORTH STATEMENTSFULL INVESTMENT MANAGEMENTPERSONALIZED RETIREMENT SAVING STRATEGIESPERSONALIZED RETIREMENT DISTRIBUTION STRATEGIESSOCIAL SECURITY & PENSION STRATEGIESCOLLEGE SAVING STRATEGIESLIFE INSURANCE, DISABILITY AND LONG TERM CARE ANALYSISTAX REVIEW Learn more BUSINESS WEALTH MANAGEMENT FULL ACCOUNT AGGREGATIONCASH FLOW TRACKING & ANALYSISRETIREMENT PLAN SERVICESTAX PLANNING STRATEGIES BUSINESS SUCCESSION PLANNINGKEY EMPLOYEE STRATEGIESINVESTMENT MANAGEMENT Learn more For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. firstname.lastname@example.org | (248) 218-2624 Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!