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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 SERVICES

  • HOURLY OR FLAT FEE PRICING
  • CASH FLOW MANAGEMENT
  • DEBT REDUCTION STRATEGIES
  • COLLEGE SCHOLARSHIP RESEARCH
  • STUDENT LOAN REVIEW
  • COMPLETE FINANCIAL PLANS
  • PENSION ELECTIONS
  • SOCIAL SECURITY STRATEGIES
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INVESTMENT MANAGEMENT

  • CUSTOMIZED PORTFOLIO CONSTRUCTION AND MANAGEMENT
    • MUTUAL FUNDS, ETF'S,
    • RE-BALANCING AND ADJUSTING BASED ON CLIENT GOALS/OBJECTIVES
    • MARKET BASED ADJUSTMENTS
    • TAX EFFICIENT PORTFOLIO
  • IRA MANAGEMENT
    • RMD MANAGEMENT
  • ROTH IRA MANAGEMENT
  • 401(K)/403(B) STRATEGIES
  • INCOME PRODUCING STRATEGIES
  • 529 COLLEGE SAVINGS PLANS
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FULL FAMILY WEALTH MANAGEMENT

  • FULL ACCOUNT AGGREGATION
  • CASH FLOW MANAGEMENT AND ANALYSIS
  • ACCESS TO DAILY NET WORTH STATEMENTS
  • FULL INVESTMENT MANAGEMENT
  • PERSONALIZED RETIREMENT SAVING STRATEGIES
  • PERSONALIZED RETIREMENT DISTRIBUTION STRATEGIES
  • SOCIAL SECURITY & PENSION STRATEGIES
  • COLLEGE SAVING STRATEGIES
  • LIFE INSURANCE, DISABILITY AND LONG TERM CARE ANALYSIS
  • TAX REVIEW
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BUSINESS WEALTH MANAGEMENT

  • FULL ACCOUNT AGGREGATION
  • CASH FLOW TRACKING & ANALYSIS
  • RETIREMENT PLAN SERVICES
  • TAX PLANNING STRATEGIES
  • BUSINESS SUCCESSION PLANNING
  • KEY EMPLOYEE STRATEGIES
  • INVESTMENT MANAGEMENT
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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.

jeff@jdr-wm.com |  (248) 218-2624

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