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Our Mission is to create solutions to solve the number one problem in America today, the lack of retirement savings, and to ensure that protection is in place for your family.

About Us

JDP Financial Group is dedicated to a high level of customer satisfaction for individuals and small businesses by helping navigate financial peace. We offer guidance and services for Retirement Planning, Buy-Sell Agreements, Life Insurance, Key Man Insurance, as well as Debt-Reduction Consultations. 

Why JDP Financial?

  • JDP Financial works with individuals and family from all economic backgrounds to help our clients Retire with Financial Dignity.
  • We provide one on one personal financial planning
  • We work around your schedule

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

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