JDS Financial Planning

A Registered Investment Advisor in the State of Washington

John D. Shallenberger, M.B.A., CFP^®

JDS Financial Planning specializes in retirement income planning.  Products and services that we provide include:

• Retirement Income Security Planning
• Long Term Care Planning
• Income Tax Planning
• Estate Planning
• Investment Products such as Bank CD's, Money Market Funds, No-Load Mutual Funds and Fixed Annuities

• are retired or actively planning their retirement
• could benefit from a Net Income statement including an analysis of all sources of income and expenses
• could benefit from a Net Worth statement including a complete inventory of all assets and liabilities
• require assistance in assessing their tax situation and planning tax minimization
• require active management of all their investment assets including non-qualified, IRAs and 401Ks
• are concerned for their financial security should Long Term Care issues arise
• would like a review of their wills, trusts, estate tax planning issues and beneficiary designations
• seek an assessment of insurance coverages to discover over or under insured areas