As the world has become more complex, so have our financial lives. Many of the people that seek financial advice do so because there are too many choices today, and the information that is available is overwhelming.
Let J.D. Mellberg Financial help! We are a completely independent fee-based firm, providing comprehensive financial planning and investment advisory services at an affordable price.
-
First and foremost, we listen. We meet with our clients to understand their present and future needs. Our clients' risk tolerance is prioritized.
-
We assess our clients’ current investment portfolios. Our research team determines the portfolio’s existing rate of return. The team also determines the amount of fees being charged within the current portfolio.
-
If we determine that a client's current portfolio can be improved upon, we will propose, with no obligation, more suitable, tax-advantaged investment alternatives that will safely preserve capital and maximize growth.
-
By advising and educating our clients, we guide them through the many complexities of today's investment environment. We help bring peace of mind to our clients’ financial decisions.
-
Saving the client from high fees, we clear client funds through Charles Schwab Discount Brokerage. We remain independent and unbiased, offering a wide variety of national investment vehicles.
-
Through our affiliated Attorney, we provide cost-effective legal services such as estate planning and the creation of trusts.
-
Through our affiliated Certified Public Accountant, we provide free annual tax return preparation services exclusively to our clients.
-
We conduct portfolio reviews with our clients every six months, adapting to market changes, new investment vehicles, and changing circumstances.
We provide a personalized long-term relationship with a strong emphasis on client education. Over the years, we have made a real difference in peoples lives. Our clients have told us that they now feel in control, and finally have peace of mind regarding their improved financial situation.
Whether you're exploring financial planning for the first time, looking for a second opinion, or are simply unhappy with your current financial advisor, give us a call. We will be happy to offer you a free consultation.
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.