Smart. Simple. Personal.

Tomorrow's Solutions, Today.

Welcome to J.D. Mellberg Financial

Here at J.D. Mellberg Financial, we have been helping retirees and pre-retirees develop strategies tailored to their needs and goals since 2005. For the last 6 years, we’ve been an Inc. 500/5000 company. We’re proud to have had the opportunity to work with so many bright, intelligent individuals as they make plans for some of the best years of their lives.

FREE Consultations
  • 60 minutes to talk about YOUR wants, needs, and goals one-on-one.
  • Access to strategies known to less than 1% of agents nationwide.
  • We specialize in helping clients who are already retired or within 10 years of retiring.
  • Strategies that revolve around YOUR unique retirement plans.
  • Specialized research into the best tools for your individual situation.
  • Flexible hours to fit your schedule.
  • Near you – with hundreds of agents across the U.S. we make it easy to get the expert attention you need.
Our Mission
  • That every client who walks through our door is able to retire with the financial confidence they deserve.
  • To find the best strategy for every customer every time.
  • That every client be treated as an individual and every situation reviewed for its unique strengths and needs.
  • To help clients retain control over their retirement and their finances.
  • To provide solutions to some of your biggest retirement hurdles.
  • To be truthful, honest, and always act in the best interests of our clients.
  • To build better years for the rest of your life.

Advice from Experts

J.D. Mellberg Financial agents and advisors are insurance-licensed professionals specialized in retirement income planning.


Exclusive Strategies

Less than 1% of all advisors have access to the strategies we use to multiply your growth potential.


Free Consultations

You can get a one-on-one review of your retirement plans and advice on how to meet your personal goals.


Flexible Scheduling

We have local agents all over the U.S. with appointments available during the day, at night, and weekends.

Smart, Simple, Personal

We believe that retirement is the crowning achievement in an American worker’s life and everything we do revolves around you and making this the greatest stage of your life.

You deserve a strategy that will leave you feeling de-stressed, happy, and confident during your golden years.

We can help.

Find out ways you can get guaranteed* income for life.**

Investment planning and retirement income planning are not the same thing.  J.D. Mellberg Financial exists for one purpose — to help people discover options available for retirement income planning.  That means considering income, asset protection, potential growth, taxes and estate planning, and the guidance to learn ways to make more informed financial decisions on your own.

To date, more than 8 million people have visited us online to learn about our retirement income strategies. And what our clients discover is: J.D. Mellberg Financial helps each person maximize their own individual strategy, with an emphasis on greater financial confidence and an enjoyable retirement. To achieve this, we start by getting to know you. Only then can we provide you with resources and comparisons that help put you in the driver’s seat, more empowered and with increased confidence that you have you what you need to make the best financial decisions to achieve more of your personal goals in retirement.

Our Fundamentals

Joshua Mellberg is the founder and CEO of J.D. Mellberg Financial based in Tucson, Arizona which has been recognized as one of the fastest-growing private companies in the U.S. on Inc. Magazine’s 500/5000 list for the past four years.  He has been featured on CNBC, AZ-PBS and Yahoo! Finance. With over 4 million viewers in the last year alone, Josh’s archive of financial videos is a great place to begin.

Take a look at a few of Josh's presentations and then call our office and learn more about ways to achieve greater financial confidence in retirement.