Our Services

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Retirement

  • Retirement can mean different things to different people.

  • Will you travel?

  • Are there charities you want to support?

  • Will you stay in your home or will you downsize?

  • Do you have adequate insurance?

  • Is there a trust in place, if necessary, to safeguard your assets or provide for your spouse when you die?

 

During our client meetings, we make you feel at ease in helping you get your arms around your finances.  It's that simple.  The bottom line is that we cover all your questions and more to provide full retirement planning. 

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Tax & Estate

  • Do I have the right kinds of assets in the right kinds of accounts?

  • Is tax loss harvesting right for me?

  • How do I avoid taxable capital gains in my portfolio?

  • How can I use my retirement accounts to maximize my deductions?

  • How can I use the gift tax exemption to my best advantage?

  • How can I transfer wealth to my spouse or my heirs without giving it all to the government?

 

Our clients benefit from advisors who have the time and expertise to provide tax planning and make tax-advantaged investment choices.  Reach out to us today. 

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Insurance

  • What type of experience do you want your loved ones to have when you’re gone?

  • What type of policy do you need?  Temporary or permanent?

  • How much of a death benefit do you need?

  • Is your death benefit guaranteed for the rest of your life?

  •  Could you save money by switching to a different type of policy?

 

These are all questions that we help you answer. By starting with these questions, it helps us frame the entire insurance process so it can provide clarity to the end result.

 
 
 
 
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401(k) Plans

  • Do you have an advisor who meets with your employees?

  • Are your fees reasonable?

  • Do you have an annual plan review meeting?

 

 

Maybe you have an existing 401(k) plan. Maybe you’re looking to start a new plan for your employees. At JDH Wealth, we open that box and make 401(k) plans accessible to business owners. 

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Business Planning

  • Do you have too much cash in the bank?

  • Do you have a strategy for future growth?

  • Have you started to diversify your business portfolio?

 

Whether you’re looking to diversify existing investments or setting out to meet future goals, our team can work with you to provide the best investment strategy for your business.

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Charitable Giving

  • Do you want to gift money to charities during your lifetime?

  • What do you want your charitable legacy to be?

  • Do you have a desire to set up a foundation?

 

Giving back is one of the most rewarding things we can do to make an impact on the communities in which we live.  We can help you determine what you want your legacy to be. 

 
 

If you'd like to learn more about any of our services and how we work with our clients, please click here to contact us