Burgeoning Financial Planning Firm Makes Big Move

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Fiscal planning firm JD Mellberg Financial (JDM) today announced it is moving shop to a new, 22,000-square-foot office building to better house its exponentially growing operations.

Annuities, Financial Advisor, Investing, Estate Planning

JD Mellberg Financial

These days, many retirees and pre-retirees are beginning to understand that an increasingly volatile market isn’t necessarily the best place to keep their money

Fiscal planning firm JD Mellberg Financial (JDM) today announced it is moving shop to a new, 22,000-square-foot office building to better house its exponentially growing operations.

The new building, located near Ina and Shannon in northwestern Tucson, Arizona, also is meant to address future firm needs that will arise during its future continued expansion. The tentative official move date is expected to occur in mid-October, but plans are in place so that the move will not hinder company services.

“These days, many retirees and pre-retirees are beginning to understand that an increasingly volatile market isn’t necessarily the best place to keep their money,” said JDM President Joshua Mellberg. “Rightfully so, their financial priorities switch from acquisition to preservation and security, and increasingly they view a well-picked annuity as the solution to this problem.”

Mellberg continued, “As a result, our business has increased and so, of course, has our staff. Between internal staff and external reps, we have ten times as many employees as we did just two years ago. So, to accommodate this expansion we’ve definitely outgrown our current office space, and we’re eager to establish ourselves in a building that’s more suited to our needs and services.”

Only about ten minutes away from JDM’s current location, the new facilities will boast multiple large conference rooms, offices and call center; as well as more accessible parking, a well-appointed patio and a dedicated education area.

As JDM’s services have blossomed, so too has its status in the financial planning community. This year marks the first time the company has been listed on Inc. magazine’s Inc. 5000 annual ranking. With some $75 million in written business so far this year, the firm feels confident it will reach $100 million by the end of December.

Primarily Internet-driven, JDM is now expanding its public outreach to include print, radio and other media meant to educate retirees and pre-retirees about how best to manage their money and plan for a worry-free lifestyle, as well as provide them with the financial safeguards that individually suit them best.

In addition, the new facility will catalyze several new programs with the company, including (but not limited to) ongoing training programs for clients and staff, the augmentation of financial programs currently in place and even better quality assurance than the high standards to which the company now adheres.

“We’re all very excited about the move,” Mellberg concluded. “We’re also very humbled that so many people have trusted us with their hard-earned money in this climate of financial mistrust. Our clients are number one in our book, and the success of the company is proof of that.”

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.

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Fabiano Moura
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