Our Services

Retirement Income, Investment and Legacy Services

J.D. Mellberg Financial, along with Secure Investment Management, allows us to offer you a range of retirement strategies with integrity. Our focus is on comprehensive retirement strategies that provide wealth preservation with guaranteed* income, tax advantages and that have the potential to produce higher returns while minimizing fees and risk.

Make sure your basic needs are covered with
J.D. Mellberg Financial

  • Immediate Annuities
  • Fixed Annuities
  • Index Annuities
  • Fixed-Index Annuities
  • Select Annuity Riders
  • Life Insurance Products
  • Income Gap Analysis
  • Maximization of Social Security benefits^
  • Retirement Income Strategies

Then, achieve more of your remaining financial goals with
Secure Investment Management

  • Portfolio Management
  • Tactical Allocation Strategies
  • Extreme flexibility
  • Hedging strategies to minimize risk and volatility
  • Moving to cash when needed

Secure Investment Management

Secure Investment Management (SIM) offers institutional-quality growth and income strategies for individual investors. The services come with straightforward and competitive fee structures that will not take advantage of your hard-earned assets. SIM focuses on comprehensive financial planning that is designed to provide diverse strategies such as preservation of capital, steady income, asset growth or tax advantages. SIM’s strategies come with established track records.