At JTD Financial Services, we realize that all of the tools, relationships, knowledge and expertise in our industry are worth nothing unless we can help you meet your goals. We seek to give our clients a more individualized, client-centered experience.
We work with you to create financial solutions tailored to your individual needs. We spend the necessary time to thoroughly understand your financial situation. We then focus on helping you understand your financial situation. We then focus on helping you understand and define your current situation and implement the specific steps necessary to help you achieve your goals. These may include updating your investment portfolio, selecting appropriate insurance, or establishing a comprehensive financial plan.
A financial plan can be relatively simple or we can focus on a host of specific needs such as retirement income, estate planning, assessing insurance coverage, and limiting tax planning. In addition, we can help you establish an investment program with a risk-return balance that aims to match your objectives. This investment program may include working with an advisor jointly to establish an appropriate diversified portfolio. At JTD, we use independent stock research and a rigorous, disciplined investment approach to help mitigate risk, filter investment assets and select those stocks and mutual funds best suited to meet your investment needs and objectives. Also, you can grant the advisor discretion over your portfolio.