Retirement Income PlanningIndexed AnnuitiesMedicareFixed AnnuitiesFirst Responder Retirement
About James O'Donnell, Ph.D. & Thomas Brickman — Concord Township, Ohio
Welcome to JOD Financial Group, your trusted resource for retirement planning and Medicare guidance in Concord Township, Ohio and the greater Cleveland area. Our team of licensed professionals specializes in helping Northeast Ohio families navigate the complex worlds of Medicare enrollment and safe money retirement strategies with confidence and clarity.
Meet James O'Donnell, Ph.D. — Retirement & Medicare Specialist
Life rarely follows a straight line, and James O'Donnell's journey to becoming a trusted retirement planning professional in Ohio is no exception. Born and raised in Cleveland, Ohio, James earned his Ph.D. in East European History from the University of Colorado, Boulder.
After the Cold War ended and academic positions in his field disappeared, James pivoted to international business, spending years in import-export across Eastern Europe. Eventually, he returned to the United States seeking a new chapter—one focused on helping others.
Today, James is a licensed insurance ...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Concord Township, Ohio
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.