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JDS Wealth Strategies
       
 
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JDS Wealth Strategies
 
 
Mission statement: 

At JDS Wealth Strategies we are mindful of our client's needs and goals.  Through times of prosperity and more important in times of despondency we work to keep our clients informed, calm, and focused.
Overview: 

Financial planning success depends on three main factors.  The first, is identifying and prioritizing future needs and goals.  Secondly, understand your options and limitations before allocating resources to the plan.  Lastly, follow the progress of your plan as well as make adjustments to ensure it is executed properly over your time horizon.



We can help you execute a financial program utilizing the following services:

   Retirement Income Planning
   Investment Advisory Programs
   Financial Planning
   Asset Management and Strategic Utilization
   Alternative Investment Strategies
   Investment Portfolio Management
   Estate Conservation and Settlement Procedures
   Insurance and Annuity Product Utilization Planning
   Long Term Care Insurance Planning and LTC Cost Analysis
   Wealth Accumulation, Preservation, and Distribution Strategies
   Monthly Cash Flow Plan and Budgeting
   College Cost Planning and Investing
History: 

Columbus, Mississippi has been home to JDS Wealth Strategies since opening the company's first office in July 2005.  While at our beginning, we operated under another company's brand, we developed our own values and goals as well as worked to maintain our independence within the their system.  Finally in June 2010, our vision was realized and JDS Wealth Strategies was established.  Our clients enjoy the comforts of working with a small, family-owned and operated firm with the knowledge, connections, technology, research, and global resources of a larger institution.  As demand for our services grew, we opened offices in Tupelo, Mississippi (2009) and Oxford, Mississippi (2010).   With respect to client service, we provide clients direct, unrestricted, and transparent access to their accounts via the Empowered by JDS Wealth  and My Wealth Plan portals of the website.  Clients can access their financial plan, review the latest research, and perform indepth analysis of accounts under our management as well as accounts held away.

At JDS Wealth Strategies we offer the same products and services other financial advisors in your town utilize but what sets us apart is how we implement them inside your financial plan.  We strive to keep clients informed and focused on their long-term financial goals.


 
 
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