Today

is the day to start planning for the goals that matter most

Let's Get Started

Now

is the Time to Act

Let's Not Keep Waiting

Tomorrow

is up to you,
and we can help you get there

Tomorrow Begins Today

Enjoy the Fruits of Your Labor

Multiple Income Streams are the Cornerstone of Predictable Income

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JOD Financial specializes in Retirement Solutions that offer GUARANTEED Growth with 0% Risk---No Matter Whether the Stock Market is Up or Down. Clients that Work with JOD Financial sleep peacefully at night knowing their Retirement Accounts are Safe and Secure.

About Us

Our advice philosophy is simple — we put YOU first

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  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a small firm and we thrive on building long-term relationships with our clients.
  • JOD Financial prides itself in working as a team — both internally and with you — offering as much or as little assistance as you need.

Find out more

How to Get Started?

To be an effective partner, we need to know you and your goals

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Tailored Advice for Complex Lives

JOD Financial took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Paul M.Small Business Owner

Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Kathy C.Ohio State Government Retiree

First Class Financial Advice

JOD Financial's owners---Tom Brickman and Jim O'Donnell---have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Peter W.IT Professional & Business Owner

Enjoy the Fruits of Working Life

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Tom & Jim were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Dr. Kevin A.Retired Physician