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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 &#38; INVESTMENT MANAGEMENT SERVICES<br/>

CONSULTING & INVESTMENT MANAGEMENT SERVICES



CONSULTING

  • FEE SERVICES - AUM, HOURLY, OR FLAT FEE
  • CASH FLOW MANAGEMENT
  • DEBT REDUCTION STRATEGIES
  • COLLEGE SCHOLARSHIP RESEARCH
  • STUDENT LOAN STRATEGIES
  • PENSION ELECITONS
  • SOCIAL SECURITY PLANNING
  • COMPLETE FINANCIAL PLANS (INCLUDES EVERYTHING ABOVE) 

INVESTMENT MANAGEMENT

  • CUSTOMIZED PORTFOLIO MANAGEMENT
  • RE-BALANCING AND ALLOCATION ADJUSTMENTS THAT ARE ALIGNED WITH GOALS AND OBJECTIVES
  • TAX EFFICIENT PLANNING AND ALLOCATIONS
  • IRA/ROTH IRA MANAGEMENT
  • 401(K)/403(B)/457 STRATEGIES
  • RETIREMENT INCOME PLANNING
  • 529 COLLEGE SAVINGS STRATEGIES
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FAMILY WEALTH MANAGEMENT<br/>

FAMILY WEALTH MANAGEMENT



PERSONAL PORTAL ACCESS

  • ESTABLISHING OF GOALS
  • PERSONAL BUDGET TRACKING TOOLS
  • TRACKING OF GOALS
  • AGGREGATION OF OUTSIDE ASSETS AND LIABILITIES
  • DAILY ACCESS TO NET WORTH STATEMENTS

RETIREMENT PLANNING

  • RETIREMENT GOALS
    • AGE
    • LIFESTYLE
    • HEALTHCARE
    • PART TIME WORK
  • 401(K)/403(B)/457 STRATEGIES
  • IRA/ROTH STRATEGIES
  • PENSION ELECTIONS
  • SOCIAL SECURITY STRATEGIES
  • RETIREMENT INCOME NEEDS ANALYSIS

COMPREHENSIVE INVESTMENT MANAGEMENT

  • TAX EFFICIENT INVESTMENT STRATEGIES
  • PORTFOLIO ALIGNMENT TO GOALS
  • PERSONALIZED RISK ADJUSTED PORTFOLIOS

RISK MANAGEMENT

  • PORTFOLIO RISK SCORING
  • LIFE INSURANCE NEEDS
  • DISABILITY INSURANCE NEEDS
  • LONG TERM CARE NEEDS
  • ELDER CARE CONCERNS

TAX PLANNING

  • RMD PLANNING
  • PRE-TAX VS ROTH SAVINGS
  • 401(K)/403(B) VS DESIGNATED ROTH
  • TAX DEFERRAL ASSESSMENTS
  • TAX EFFICIENT INVESTMENT NEEDS

ESTATE PLANNING

  • BENEFICIARY REVIEW
  • TRUST FUNDING
  • CHANGES TO FAMILY DYNAMICS
  • ESTATE LIQUIDITY
  • ESTATE TAXATION CONSIDERATIONS
  • SPECIAL NEEDS
  • PRIVACY NEEDS 
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BUSINESS WEALTH MANAGEMENT<br/>

BUSINESS WEALTH MANAGEMENT



EXIT PLANNING, 100% OF OWNERS WILL EXIT THEIR BUSINESS

  • PERSONAL & BUSINESS READINESS
    • PERSONAL PLANNING
    • PERSONAL FINANCIAL PLANNING
    • BUSINESS RISK(S)
  • WEALTH GAP ANALYSIS
  • INTERNAL TRANSITIONS
    • FAMILY TRANSITION 
    • MANAGEMENT BUY-IN OR BUY-OUT
    • SALE TO OTHER SHAREHOLDER/ MEMBER(S)
    • ESOP (EMPLOYEE STOCK OPTION PLAN)
  • EXTERNAL TRANSITIONS
    • STRATEGIC BUYER
    • PRIVATE EQUITY
    • LIQUIDATION

 

CONTINUITY PLANNING & PROTECTION

  • DEATH OF OWNER(S)
  • DISABILITY OF OWNER(S)
  • DIVORCE OF OWNER(S)
  • DISAGREEMENTS BETWEEN PARTNERS AND/OR INVESTORS
  • DISTRESS OF OWNER(S)

 

KEY EMPLOYEE PLANNING & PROTECTION

  • DEATH OF KEY EMPLOYEE(S)
  • DISABILITY OF KEY EMPLOYEE(S)
  • RETENTION OF KEY EMPLOYEE(S)

 

RETIREMENT WELLNESS

  • RETIREMENT PLAN DESIGN, IMPLEMENTATION, SUPPORT
  • DEFINED CONTRIBUTION PLANS
  • DEFINED BENEFIT PLANS
  • SAFE HARBOR PLANS
  • RETIREMENT FIDUCIARY SERVICES
  • EMPLOYEE WELLNESS TRAINING
  • BENCH-MARKING SERVICES
  • NON-QUALIFIED DEFERRED COMPENSATION
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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.  JDR Wealth Management and LPL Financial do not provide tax and legal advice or services.  Please consult your tax and legal advisor regarding your specific situation.

jeff@jdr-wm.com |  (248) 218-2624