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309 Lakeland Drive SE
No one has more at stake when it comes to your finances than you do. That’s one reason we believe that the most effective financial plans are created in partnership. Rather than dictating a financial strategy, we listen and learn about your needs and ambitions. We then work closely with you to develop a plan that addresses your unique financial objectives.
Whether you are a seasoned investor or just beginning to plan for your future, our professional staff will work to empower you with the knowledge, service and product solutions you need to be an equal partner in this process.
Our ultimate goal is to put you in control of your money. That’s what empowered investing is all about.
Through the years, a financial plan will be tested by adverse market conditions, unexpected life events and economic uncertainty. J.D. Kreps financial Group has the experience and fundamental approach necessary to help you overcome these challenges and foster long-term financial growth.
As you reach life’s many milestones, J.D. Kreps Financial Group will be there with comprehensive financial planning advice and quality product offerings. From retirement and estate planning to education funding, we have the expertise and access to leading financial products to help you reach your financial goals.
As a full-service financial services firm, J.D. Kreps Financial Group will work with you to identify your unique financial needs and objectives. Then, as part of our Platinum Services, we will not only implement a sound financial strategy designed to help you reach those goals, but also monitor and adjust it to meet your evolving needs.
What this means for you: J.D. Kreps Financial Group offers the expertise and a disciplined approach that we feel are critical to helping you reach your important financial goals.
What this means for you: J.D. Kreps Financial Group’s expertise can help you improve tax efficiencies in an effort to put more of your hard-earned money to work for you.
What this means for you: J.D. Kreps Financial Group can help you choose a distribution strategy that aims to offer insulation from market volatility – adding the potential for stability, control and financial confidence to your retirement.
What this means for you: J.D. Kreps Financial Group can help ensure that the process of passing on your assets to the next generation happens as effectively and efficiently as possible.
What this means for you: J.D. Kreps Financial Group offers you the information you need to be an empowered investor as well as many opportunities to feel appreciated.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.