About Us
JOD Financial is a team of licensed insurance agents that specialize in strategies to maximize your wealth and financial independence.
JOD Financial was established so that we could bring the same great retirement solutions to the general public that our parent company, First Responder Benefits brings to the First Responder (Police, Fire and EMT) community.
The partners and owners of the business are Thomas Brickman and James O'Donnell, Ph.D. We are both licensed insurance agents.
We are one of a select group of retirement planning agencies that are truly independent. We are privately owned. We only work with strong, financially secure insurance companies that provide reliable products for our clients so that they may rest at night not worrying about their retirement accounts regardless of market turmoil.
Our complete independence means we remain objective and construct financial plans that allow our clients to share in the growth of the market without any risk of loss due to market downturn. Our company motto is: In JOD We Trust!
JOD Financial is a subsidiary of First Responder Benefits which is a licensed insurance agency in the State of Ohio. Ohio License # 1554999
Our Philosophy.
We don't sell products. We provide Financial Advice.
This means, our strategic financial plans are only influenced by your needs.
Our clients are the # 1 Priority of JOD Financial.
What we do.
We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
- We can help you achieve your goals, no matter how big or small they may be
- We can assist you to become financially secure
- We can help you make smart decisions with your money
Our Core Values
We have three core values which form the basis for everything we do
Independent
Protecting your financial interests from potential conflicts of interest
Maximum choice of products — We are independent brokers which represent multiple highly rated companies.
We deal ONLY with ZERO Risk of loss of Principal products that deliver the best long-term results for our clients.
Our clients are GUARANTEED to lose nothing when the markets go down AND share in the gains when the markets go up.
A TRUE WIN-WIN situation for our clients.
Integrated
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come to the firm from a variety of business backgrounds.
Our experience is viewed by our clients as a valuable benefit of working with JOD Financial
Teamwork
Serving you with a long-standing team of professionals with rich business backgrounds
Long-time, stable team — Our team has worked together for many years.
