At the end of the day, you are the reason we are here and doing what we do.
In 2005, inspired by people like you preparing for retirement, we started something new. We envisioned a different retirement planning experience. It would be Smart. Simple. Personal. And focused only on this stage of your life, dedicating our company to the specifics required for retirement planning only. Smart solutions for retirement is our rule, not the exception. From this baseline, retirees and those planning for it could put their faith in us, knowing we would be out in front of the crowd, introducing new innovations, new experiences and new convenience, building a solid plan for your best retirement. We would become partners, not just clients and advisors. We think it should be that easy. Start with a single focus. End with a lifelong relationship. Smart Retirement Solutions. Our Only Business.
For nearly two decades, J.D. Mellberg Financial has been providing smart solutions to residents across the country, with industry-leading products, exemplary personal service, quality education and exceptional resources that aim to transform the retirement planning industry. J.D. Mellberg Financial is designed to address financial concerns with a clear and simple path to retirement.
Retirement planning requires a company with a proven track record, financial strength and integrity. These attributes, along with our unwavering commitment to excellence, has earned J.D. Mellberg Financial a reputation as one the most well-respected retirement planning firms in the country. We’re both honored and humbled by the many awards we’ve won as a company, including recognition as one of the fastest growing private companies in the U.S. by Inc. magazine on their Inc. 500/5000 list for several years.
In 2020, we were acquired by AmeriLife Group of Clearwater, Florida, the national leader in marketing and distributing life, health and retirement solutions and the combined organization represents more than $4.8 billion in annual annuity premium.
We’re proud of our accomplishments, but our client satisfaction perhaps speaks even more directly to our commitment to our customers – to find the best strategy for every person, every time. We take extra care every day and go above and beyond. We are committed to doing the absolute best we can for our customers. J.D. Mellberg Financial is based in Tucson, Arizona, and has over 300 financial professionals located around the U.S.
It’s important that you establish common goals for your retirement years. This is not the stage of life when you should be concerned about the volatility of the markets. We believe in ongoing education for our team here at J.D. Mellberg Financial, so we can continue to uncover new strategies as they emerge, and so that you are more fully informed and empowered to make strategic decisions that will benefit you most.
Together, we’ll discuss options, and find the ones best suited for you and your situation. We want you in the driver’s seat to decide what direction you want to take. It’s as simple as that. Whatever your net worth, practical needs, and life goals, we help you tailor your retirement income strategy to your individual situation.
A first step you can take to increase financial confidence is to minimize the risk of loss. Investment planners are often focused on financial growth. Unlimited economic scenarios exist that could impact your retirement income. Fortunately, you do not need to be alone in the process of identifying those potential events and determining ways to respond. Retirement income strategy is our forte. J.D. Mellberg Financial specializes in this particular piece of the financial world, so we take the time to help you navigate the current conditions as well as challenges you may face in your future.