JD Mellberg Reinforces Client Relations with Community Program

Share Article

JD Mellberg Financial launches a new community program, involving a three-pronged approach to further educate the community. Emails, Seminars, and a Community Website will assist individuals in becoming financially secure.

Annuities, Financial Advisor, Investing, Estate Planning

JD Mellberg Financial

Helping our clients build a safe, secure retirement is both a process and a relationship, one that can last a lifetime

JD Mellberg Financial, a firm that specializes in creating worry-free annuity income sources for those in and approaching retirement, today stated that it is launching a new community outreach program for its clientele designed to keep them up to speed on changes in their financial outlook and arm them with the skills and knowledge necessary to financially flourish during their leisure years.

The program will involve a three-pronged approach to include a new level of weekly e- mail alerts, quarterly education seminars and an all-encompassing community Web site they can visit at their convenience. The program will be available to all JDM clients who have secured financial well-being through a guaranteed income-for-life by taking advantage of the company’s annuity and fiscal planning services.

JDM President Josh Mellberg said, “Helping our clients build a safe, secure retirement is both a process and a relationship, one that can last a lifetime. It involves providing a good support mechanism so that retirees can make decisions about their financial futures that are well-informed and empowering. This communications expansion is meant to do that. These wonderful people have entrusted us with their future. It’s only common sense that we follow through and are with them in that future.”

The program includes the following approaches:

  •     A weekly e-mail series which will include, but is not limited to, alerts on time- sensitive changes to the overall financial landscape, insights and strategies

meant to take advantage of current trends and future outlooks as well as new services available to JDM clients.

  •     Quarterly educational seminars on a variety of money and retirement matters.
  •     A new, all-encompassing community Web site (http://www.joshmellberg.com) where ongoing JDM clients can peruse the latest financial information and exchange information with one another.

The program will be incrementally launched, starting with the e-mail series.

JD Mellberg Financial, a limited liability company, works to ensure a financially secure and enjoyable retirement for its clients through a guaranteed income-for- life. It achieves this with secure investment vehicles and the latest in tax-advantaged strategies that garner high earning power and minimal risk. For more on JD Mellberg, call 520-731-9000, visit http://www.annuitynational.com on the Internet or write to JD Mellberg Financial; 1785 E. Skyline; Suite 131; Tucson, AZ; 85718.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Fabiano Moura
Visit website