Personal service. Proven guidance. Built around your goals.
JD Underwood Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
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Welcome
JD Underwood Financial is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Schedule with Jim Underwood
Pick a time that works.
Step 1: Discovery
Step 1- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
Step 2- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
Step 3- Organize accounts for goal-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Explore What We Help Clients With
Click a service below to learn more. Each page explains the approach, who it’s for, and how the strategy can fit into a retirement plan.
Asset Protection
Approaches that prioritize downside awareness, planning guardrails, and resilience.
Financial Services
Planning, allocation, and guidance designed to support long-term goals and smarter decisions.
Insurance Services
Solutions focused on protecting income, assets, and lifestyle across different life stages.
Life Insurance
Coverage options that can support family protection, income replacement, and planning goals.
Long Term Care
Strategies to help plan for care costs while protecting assets and retirement income.
Personalized Retirement Strategy
A clear, customized plan that ties together income, risk, taxes, and priorities.
Retirement Income Planning
Build a retirement “paycheck” strategy designed for stability, flexibility, and longevity.
Social Security
Timing and coordination choices that can materially affect lifetime retirement income.
Tax Strategies & Preparation
Planning techniques that help reduce surprises and support smarter after-tax outcomes.
Tip: If you’re not sure where to start, begin with Personalized Retirement Strategy.
Contact UsStart By Knowing Where You Are
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.
What Can You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
JD Underwood Financial is all about family
JD Underwood Financial is all about family
Helping people like you discover true financial independence has been our passion for over 30 years. We’ve built lasting relationships based on trust, transparency, and a genuine commitment to your success.
Have any Question? Ask us anything, we’d love to answer!
Find a JD Underwood Financial Location
Find a JD Underwood Financial Location
The place to build your future is right down the road.
Buford, Georgia
1819 Buford Hwy NE Suite #B
Buford, GA 30518