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J.D Powers Financial Services, Inc.

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J.D Powers Financial Services, Inc.

Mission statement:

Our mission is to help you live the one life you have the best way you can by providing financial strategies with a singular focus on your values and goals.

Profile:

J.D. Powers Financial Services is an East Tennessee advisor firm with a global focus. Our strengths include both the technical knowledge and capabilities to help you accomplish your goals and the organizational ability to provide you with the personalized attention you deserve. An additional benefit that we offer our clients is the use of proprietary dynamic allocation technology powered by EdgeTech Analytics.

Most Important of all, our advisory firm is based on the principles of:

   Christian values
   Focus on accumulating wealth and maintaining wealth
   Overall client care focus
   Commitment to building trust with each client
   Continual improvement and implementation of effective and efficient strategies
   Positive emotional responses clients feel from interacting with our company, products, and services
   Increased market knowledge of every client
   Desire to venture into new, breakthrough areas of opportunity
   Commitment to the social needs and aspirations of our community as a whole
   Desire and ability to improve our performance by using every resource available

Overview:

Our philosophy requires that relationships be built upon a foundation of trust. When you become a client, your goals become our goals. We'll stand by you every step of the way. We concentrate on helping you establish balance in your life, pursue achievement of your goals and to do so in a way that maintains the integrity of your values.

JD Powers offer a multitude of products and services to ensure that we cover every aspect of your personal financial plan:

   IRAs, Buisness Retirement Plans(401k's, Profit Sharing, Simples)
   Annuities
   Certificate of deposit(s)
   Pension rollovers
   Brokerage accounts
   Full service stock and bond trading
   Government and municipal bonds
   529 plans
   Insurance – long term, life, and health

We are able to provide all of these services and products with high quality and efficiency through three benefits that most other investment firms do not offer:

   Charter Retirement Plan Specialist in-house
   Personal Finance Planning approach
   Dynamic allocation technology from EdgeTech Analytics

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