A Relationship of TrustA Legacy That Transcends
Creating peace of mind through individualized long-term financial planning.
Core Values
At JDL Advisers, we realize that our past and future successes result from a vision of excellence and the values by which we live. These values are a set of principles which capture the spirit and the very culture of our firm. We believe that we will succeed as a result of the values we embrace.
Our Services
Advice with a panoramic view.
Each client, situation, and circumstance we face is unique.
As such, no investment plan is alike. Our diverse experience allows us to cater to each unique client situation. Our goal is to design an investment portfolio that caters to your unique situation.
Accumulation Planning
Whether you are looking to save for retirement, purchase a new home, or help fund a child or grandchild’s education, we can guide you purposefully toward your desired goals.
Retirement Income Planning
Switching gears from saving for retirement to turning that savings into retirement income is a complex proposition. Fortunately, as part of our investment planning process, we have helped thousands of individuals confidently make that transition.
Tax Planning
We formulate tax efficient investment strategies to minimize one's tax liability. Our team continually re-evaluates those plans to ensure they are meeting your individual needs and apply to the ever changing tax laws. We work with our client’s accountants so that a consensus of qualified counsel can be achieved.
Social Security Maximization
As you approach retirement, our team can analyze your Social Security claiming options to help you maximize your benefit. There are many factors to consider when claiming Social Security and we can help determine the best strategy for you.
Estate & Succession Planning
Estate planning is an ever changing process of deciding what to do with your assets. Proper planning ensures that your estate will get distributed as you wish. We can work closely with your estate planning attorney to ensure your influence extends well beyond your lifetime.
Life Insurance and Long-Term Care
A proper insurance plan can protect your family from life’s unexpected events. We thoughtfully determine the needs of your family and create a plan to safeguard your family from the devastating financial consequences of the unforeseen.
Additional Services:
- Charitable Trusts
- Corporate & Succession Planning
- Company Retirement Plans
- Endowments & Foundations
- Life, Health & Disability Insurance
- College Planning
- Cash Management
Our Team
Helping light the way to sound financial stewardship!
As part of our JDL family, we are committed to you and knowing your personal goals.
We also thought you might want to get to know us. Meet the JDL family.
Get in Touch
1001 Dove Street
Suite 155
Newport Beach, CA 92660
(949)752-9096
info@jdla-advisers.com
PARKING
Ample free parking at our office
HOURS
Monday—Friday 8:00AM to 4:00PM
Saturday & Sunday Closed
Closed on all market holidays
