Description

• Fiduciary + Financial Advisor for Business Owners WHAT I DO: I work with Business Owners and Professionals to grow wealth and lower taxes. WHAT MAKES ME DIFFERENT: As a Registered Investment Advisor I am a Fiduciary to my clients, I utilize the expertise of professionals in my team for Legal & Tax guidance when choosing the correct Qualified Plan for the situation. Being Independent means objectivity and freedom in choice of products, equities and carriers. I continue to stay current with the market, trends and latest rulings by constantly pursuing additional designations and being a member of organizations like NAPA (National Association of Plan Advisors) and ASPAA (American Society of Pension Professionals and Actuaries). WHY IT WORKS: In my practice I utilize Attorneys, CPAs and Actuaries to help design the optimal structure for the clients goal. There are many options outside the 401(k), choosing the correct structure will depend on goals, income levels, employees, age and more. Using a combination of Defined Benefit, Defined Contribution and Insurance planning can greatly reduce taxes, add protection of principal, lower expenses, risk and increase earnings. READY TO TALK? Feel free to connect with me here on LinkedIn JDR@JDonovan.Financial or call me directly at mobile 803-391-2532. Areas of Expertise - Defined Contribution plans | 401(k) | IRA | ROTH | 403(b) | Defined Benefit plans | Cash balance | 412(e)(3) | Life Insurance Retirement Planning | Indexed Universal Life | Profit Sharing |
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  Headquarters:300 South Orange Avenue Suite 1000, Orlando, Florida, United States

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  Phone Number: +1 407-803-4710

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  Website: https://www.jdonovan.financial

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:J Donovan Financial

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• |  NAICS Code: 523110  |

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