J.D. Powers Financial Services, a comprehensive Financial Planning Company, recognizes that financial planning involves discovering your goals and developing a plan to help meet those goals.
As independent financial advisors, we have the freedom to provide unbiased, no-strings attached financial advice that best suits our clients needs without any pressure or incentives to sell proprietary products that will not benefit a client's financial objectives. Our commitment to integrity, excellence and our sincere concern for each clients' financial well-being are cornerstones on which we have built our service initiatives:
- Commit ourselves to being the best, by bringing together our talents and financial resources for the benefit of the clients
- Partner with our clients to pursue total financial freedom
- Endorse independent advisory practices by providing the highest quality products and services available to our clients
- Recognize that our ultimate business is people and their financial well-being
We believe relationships that are built on trust, dependability and professionalism benchmark the value we deliver to our clients. We take our role as financial advisors very seriously. The responsibility our clients have charged us with has a long lasting impact on all of their tomorrows.
With more than 15 years of experience, we at J.D. Powers Financial Services realize the importance of our unique approach and the tools we use to activate this approach. Our clients’ portfolios are actively allocated with a dynamic allocation approach through EdgeTech Analytic’s trade recommendation software.
This software potential enhances the ability for J.D. Powers Financial Services to bring benefits to the performance of your portfolio through:
- Objective, proprietary algorithms and calculations
- Increased allocation into appreciating investments
- Portfolios explicitly designed with growth goals in mind
Meticulous market research on current price and trends
- Disciplined trading procedure reducing emotional reactions to market
- The seeking of strength in every market cycle while participating in long-term growth
- Wide array of investment opportunities to meet each investor's needs
We believe that by using a dynamic approach coupled with active allocation technology, we are able to bring to each client value. Contact us today to learn more about our unique approach that is only available to select advisors nationwide.
* Past performance is no indication of future results.