He focuses primarily on comprehensive retirement planning and income planning, utilizing a combination of techniques and experience gained from helping hundreds of clients successfully improve their finances and their lives. Joseph also spends time each year traveling around the country studying and learning about new products, financial trends and tax laws. I really believe in keeping up to date with what’s going on in the industry and passing that information onto my clients. I want to look at each of my clients as part of my family and do what’s right for them.
If I follow this philosophy, I know that I am doing what is right for them and they can rest assured that their financial future is a priority. At JD Financial Solutions & Insurance Group Inc, we are dedicated to doing what is right 100% of the time and it’s our passion to educate and provide our clients with the knowledge to make informative decisions about their financial future.
Additional Location:
1233 US Highway 27 South
Sebring, FL 33870
