Retirement & Medicare Specialists at JOD Financial Group
Concord Township, Ohio
James O'Donnell, Ph.D. & Thomas Brickman, Retirement & Medicare Specialists, is a licensed independent financial professional at JOD Financial Group in Concord Township, Ohio with 8+ years of experience. Specializing in Medicare, Retirement Income Planning, Social Security Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: (440) 299-8080
Email: [email protected]
Website: https://jodfinancial.com/
Licensed Independent Financial Professional · 8+ Years Experience · SafeMoney Certified™
James O'Donnell, Ph.D. and Thomas Brickman serve as Retirement & Medicare Specialists at JOD Financial Group, based in Concord Township, Ohio. The firm provides retirement planning and Medicare guidance to families in Concord Township, the greater Cleveland area, and throughout Northeast Ohio. Their team of licensed professionals assists clients in navigating Medicare enrollment and safe money retirement strategies.
James O'Donnell was born and raised in Cleveland, Ohio. He earned his Ph.D. in East European History from the University of Colorado, Boulder. Following the end of the Cold War and a decline in academic positions in his field, James transitioned to international business, working in import-export across Eastern Europe. He later returned to the United States to focus on helping others.
James is a licensed insurance agent specializing in Medicare planning and zero-risk retirement accounts in Ohio, Michigan, and Nebraska. His investment philosophy is: when markets decline, the principal is protected—guaranteed. When markets rise, clients share in the gains. This approach has helped families in the Cleveland area secure their retirement futures.
Thomas Brickman has dedicated his life to service. After serving as a medical specialist in the U.S. Army and receiving an honorable discharge, he returned to Euclid, Ohio. Thomas spent over 32 years as a municipal police officer for the City of Euclid, retiring as Chief of Police. He and his wife Sue raised their family in Northeast Ohio, enjoying fishing trips to Canada and winter visits to Florida's Gulf Coast.
Upon retirement, Thomas faced the challenge of navigating Medicare options after losing employer-subsidized health insurance. The guidance he received from James O'Donnell was instrumental in making informed healthcare and financial decisions. This experience inspired Thomas to help others, particularly first responders and public servants in Ohio, with their retirement choices.
JOD Financial Group initially focused on assisting retiring First Responders in the Cleveland and Euclid areas. The firm now serves a broader range of clients, including police officers, firefighters, teachers, and others seeking to protect their retirement. JOD Financial Group provides professional Medicare and financial guidance to families throughout Ohio, Michigan, and Nebraska.
JOD Financial Group invites individuals to discuss retirement income planning and Medicare enrollment needs in Concord Township, Ohio and the greater Northeast Ohio region.
Contact JOD Financial Group today to discuss your retirement income planning and Medicare enrollment needs in Concord Township, Ohio and the greater Northeast Ohio region.
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James O'Donnell, Ph.D. & Thomas Brickman at JOD Financial Group offers Medicare, Retirement Income Planning, Social Security Planning in Concord Township, Ohio. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Yes, James O'Donnell, Ph.D. & Thomas Brickman is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.