Helping Navigate Financial Peace
Financial success is our priority
At JDP Financial Group, we believe our customers should know all their options and are diligently involved in determining which solution they would like to pursue.
At JDP Financial Group We Cherish All Our Clients
We are always happy to greet you with a smile and respect your opinion.
Upon arrival for your free Financial consultation, you will be welcomed by our lovely receptionist and encouraged to be seated in our spacious lobby. Here you may help yourself to our refreshment area which features fresh brewed coffee, a variety of warm refreshing teas, and our thirst-quenching water. At JDP Financial Group we value punctuality. We run in a timely manner ensuring a minimal wait time for all of our clients.
Mr. Perkins can help to assess, plan, and develop your financial goals. He will spend time discussing the variety of options, identify money-saving tactics to consider, and guide you to the best options for your situation. At JDP Financial Group, we believe our customers should know all their options and are diligently involved in determining which solution they would like to pursue. We will give you all the options to consider in order to make a knowledgeable selection inducement free.
Our team of knowledgeable professionals will always be available to assist you. If you have any questions and or any concerns, we will gladly assist you. We will continuously update you on your financial progress and will help you retire with satisfaction.
Our Services
DROP Exit 1-on-1 Review
FRS DROP Exit Processes, Requirements, Deadlines, and New Safe Options
Education Employees 1-on-1 Appointment
FRS Education Employees 403B, 457, IRA, Roth IRA, and new safe options
Join Our Team
Become an Agent, interview with the Retirement Specialist
What are our customers are saying?
“Jim is very friendly. He is upfront with what I have- what’s good and what isn’t. No high pressure sales. Answered all of my questions and I felt very comfortable sharing my information with him.”
— Marna F., School Principal
“James did an excellent job explaining the different options for retirement savings to me. I signed up to start saving now to be prepared for the future. Thanks James!”
— Rachel F., School Principal
Our Planning Strategy
JDP Financial Group is committed to providing educators and other state and local government employees in helping to make the best decisions for their retirement.
School District Employees
State Employees
Seminar and Events
Career Opportunities
How Can We Help You Today?
Feel free to contact us with any questions.
Email
jim@jdpfinancialgroup.com