J.D. Stewart Financial, Inc. 207-283-0843

J.D. Stewart Financial, Inc.

Retirement Strategies

What is retirement? What is a financial planner? Many people ask themselves how do I plan for retirement. Will I pay taxes in retirement? Finances can be complex. We believe the expertise an individual needs is best provided by an independent agent –someone with the integrity and professionalism to take the time to learn about your specific needs and then tailor the best possible program for you. A financial adviser should be able to assist you with services that take into account your major financial decisions. People in all stages of life should be participating, or at the very least thinking about, some form of financial planning and retirement investments. At J.D. Stewart Financial, we can help you with retirement strategies for your future. We have associates that specialize in investments and annuities, along with many other products and services. Call or email if you have any questions, or to schedule an appointment.

  • Traditional or Roth IRA’S, 401k’S, 403b’s, 457’s, TSA’s, SEP’s, Simple IRA’s
  • Fixed, Immediate, Indexed, or Variable Annuities*
  • Over 7000 Mutual Funds*
  • CD and Savings Accounts through ING Direct

Call us at 207-283-0843