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JD Financial Fitness is dedicated to helping you achieve all of your future hopes and dreams.
We are a full-service financial planning firm working only with clients on referral basis.
We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Here at JD Financial Fitness we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
JD Financial Fitness
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You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.
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Jeanne Y. Duce, CFP® EA
Certified Financial Planner™ and Enrolled Agent, Enrolled to practice before IRS
After achieving her Bachelor of Science in Electrical Engineering at SUNY Stony Brook, NY, she worked as a design engineer for 16 years before deciding that she needed to reexamine her life. She earned her CFP® in 2002 and added the Enrolled Agent credential in 2006 to better serve her clients in Tax Planning. The focus of her profession is to practice what she preaches, never stop learning, and tell clients what they should hear rather than what they want to hear.
Jeanne is the principal and owner of JD Financial Fitness