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Schedule a Meeting With JD Financial Solutions & Insurance Group, Inc. or
Call (863) 381-7633
Welcome to JD Financial Solutions & Insurance Group, Inc.
“Proudly Serving Central Florida Since 1999”
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JUST RELEASED, ORDER NOW!
I’m so excited to announce the release of my first book, RETIREMENT ACADEMY, an easy-to-read guide about the things no one else is telling you when preparing for retirement. To claim your complimentary copy, contact me by email or text (863-381-7633) and I will set aside one autographed copy for you and your family as my gift to you. Hope to see you soon!
The financial industry is failing retirees today. Our sources of retirement income have changed, our Social Security program is gasping for breath, and we are living longer. Most of you won’t be getting a pension, and if you do have one, chances are it’s not fully funded. People are losing their retirement income, not because they didn’t work hard, save enough, or pay off the house.
People are making mistakes due to a lack of financial education.
Folks, I’m not going to sugarcoat this stuff for you—being from New York, we tell it like it is. Every day I see people who are in financial positions that they don’t understand, or they buy unhelpful products because they’ve been taught to pay attention to the wrong things.
• Are you looking at the rate of return instead of the yield?
• Are you looking at tax-deferred instead of tax-free?
• Do you understand the rules for working when claiming Social Security?
Welcome to Retirement Academy, where you will learn why your 401(k), IRA, and all other types of qualified retirement accounts are NOT the retirement plans you think they are. Ready to learn what you’ve never been told before? Let class begin.
ABOUT THE AUTHOR:
Joe DeRenzis is a former math teacher, financial educator, and owner of JD Financial Solutions, an independent agency serving residents of central Florida since 1999. Host of the radio show Let’s Talk Money with Joe DeRenzis, and featured in Entrepreneur, Forbes, and Bloomberg Businessweek magazine, Joe lives along Florida’s Gulf Coast with his wife of 29 years.
JD Financial Solutions & Insurance Group, Inc.
We are a team of Financial and Insurance Professionals.
From across the state we specialize in various aspects of the industry such as life insurance, annuities, social security & retirement strategies, long term care, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
This ensures that whatever needs the clients have – Team JD Financial Solutions & Insurance Group, Inc. will meet.
Meet Joseph Derenzis, CFEI, CSSCS
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
Let’s Talk Money with Joe DeRenzis
Radio Only on WLSS 930 AM
Saturday & Sunday 2pm To 3pm
What Can You Expect?
We’ve built a custom financial strategies experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
We’ll Plan for the Whole Journey, Together.
JD Financial Solutions & Insurance Group, Inc. is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional strategies areas
- Establish our plan for communication and connection