JD Wealth Management, LLC - 72960 Fred Waring Dr. STE #1, Palm Desert, CA 92260
Why Jill
Investment Planning
Jill is an Independent Investment Advisor with over 30 years of experience working with investors to make decisions about investing for the future. Services Include:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
Jill is free from proprietary products and customizes her advice to meet the individual needs of the investors she serves.
Comprehensive Approach
Investing for retirement is different for each individual and each stage of retirement. Jill believes in providing investment advice that addresses your stated goals, income needs and the activities you want to enjoy in your retirement. You will have a strategy that provides attention to an appropriate mix of assets, broad based diversif
Investing for retirement is different for each individual and each stage of retirement. Jill believes in providing investment advice that addresses your stated goals, income needs and the activities you want to enjoy in your retirement. You will have a strategy that provides attention to an appropriate mix of assets, broad based diversification and planning for near term cash needs. Enjoy access to reputable custodians and well-known investments without getting lost in the crowd.
Service Commitment
Jill is committed to providing excellent service to her investors. This type of commitment to service works towards building a trusting relationship between Jill and her investors. Investors receive ongoing communication, performance reporting, regular reviews and attention to service as needed. Jill can offer either an hourly rate or
Jill is committed to providing excellent service to her investors. This type of commitment to service works towards building a trusting relationship between Jill and her investors. Investors receive ongoing communication, performance reporting, regular reviews and attention to service as needed. Jill can offer either an hourly rate or an advisory fee based upon assets under management. Fees are transparent and based upon the scope of services provided.