Broker Check

 

Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

Financial Balance®

We educate our clients and take some of the mystery out of preparing for your financial future.

Learn More

Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

Learn More

LIVE • LEARN • WORK

Are you looking for a career with meaning? Would you like to help people and be part of something special?

Learn More

Money doesn't come with an owner's manual. That's why we're here.

There's no GPS that will lead you to financial confidence. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services, and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.

The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a stable future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.

5080 N 40th St Suite 400, Phoenix, AZ 85018

Phone (602) 957-7155 • jenny_caruso@jdriscollco.com

Helpful Content

How Can I Be a Confident Spender in Retirement?

How Can I Be a Confident Spender in Retirement?

Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider.

Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

 

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow