When thinking about financial planning,
think no further than J.D. Stewart Financial services in
Windham and Saco. From
retirement planning to tax preparation, the company and its owner Jonathan D.
Stewart can set a family or individual on the path to financial success.
“We offer a wide variety of financial
services. This one-stop-shop saves time and hassle for our clients. ” said
Stewart. “It’s better for business and better for clients. I can help them with
many parts of their financial situation. ”
Started in 1989, J.D. Stewart Financial
has a primary office in Saco, and a satellite office in Windham at 76 Tandberg
Trail. JD Stewart Financial is independent, so they are not tied to any one product
or company, allowing them to work in the client’s best interest. They take the
time to learn about the client’s specific needs and then tailor the best
possible program for them. With the experience and education the financial advisors
have, they can educate the client and work to meet their financial goals.
“Tax preparation and retirement planning
are the biggest parts of my business,” Stewart said. He works with clients from
age 18 to age 100, depending on their needs. Those in the 18 to 25 age bracket
can receive help getting their finances in order for the future. In the middle
aged group, Stewart can review and design retirement plans, prepare taxes, and
set up college savings accounts.
For those retired, he can help plan retirement
income strategies, prepare taxes, and assist with wealth transfer. It doesn’t
matter whether the client is low income or high income, J.D. Stewart Financial
can help them meet financial goals. For as little as $100, clients can start a
portfolio or meet with an advisor to assess where they are financially, and
what they should be doing. There is no charge for a financial review, and in 30
to 45 minutes, a client can learn what areas need to be addressed.
“They may benefit from one or more of
the services we offer” after the review, said Stewart. “You don’t have to have
thousands of dollars to invest.”
For those who already have a financial
planner, J.D. Stewart Financial can provide a free, second opinion for retirement
or financial planning.
“There are new strategies available now
that were not available five years ago,” Stewart said.
Stewart has a skilled team of employees,
who all have their own specialties, but are also available to help with other
services. Christina T. Totos is the executive assistant for the Saco office. Greg
Blackburn is a CPA, registered tax preparer, and licensed insurance agent.
It is tax season, and J.D. Stewart Financial
can professionally prepare your tax return. They know what to look for, can
find deductions, and use their experience to the client’s advantage. On the
J.D. Stewart Financial website there is a tax organizer and reminder checklist
that anyone can use to prepare for their tax preparation.
The company can prepare taxes for
individuals and small businesses (sole proprietors, LLC or S-Corps)
The biggest mistakes people make when it
comes to financial planning is “not starting early enough for retirement and
getting into too much debt. I can help with both things,” said Stewart. When it
comes to debt, the financial advisors can offer ideas and educate client on
spending habits so they don’t get into that situation again.
Financial advisors with J.D. Stewart
Financial have ongoing education for income taxes, which they’ve been doing
since 1992, along with other training and licensing classes. Check out all of
their services online at jdstewartfinancial.com. Appointments are recommended
at both offices, especially during tax season.
For more information about the company,
visit www.jdstewartfinancial.com.
To contact them, the best way is by email at info@jdstewartfinancial.com
or call Monday through Friday 9 a.m. to 5 p.m. at 207-894-5523. Appointments
can be scheduled online.
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