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Our Firm

JD Dorfman | Senior Advisor |

JD Dorfman is a Senior Advisor at Phoenix Financial Retirement Planning. JD's goal is to help those who want to have their retirement income last a lifetime. JD uses retirement options that many people are unaware of. These vehicles are safety based, but highly effective. JD is an expert in this field, so allow him to help you achieve a distribution you can't outlive. What's more important with your retirement plan than its durability? A retirement plan needs to be built to last, and JD understands this.

JD has 14 years of experience in the financial arena, and has a Bachelor's degree in Psychology from the University of Michigan. He holds licenses in Insurance, Long Term Care, and Annuities. He is also an expert in determining if a Living Trust is needed with certain planning. If so, take comfort that JD has done over 200 trusts in his career. JD has been recognized by several companies as a top producer. Advisors Excel, the most prestigious financial marketing organization in the country, has recognized JD among their top 200 producers. JD has been published in several media outlets, including ASBA (Arizona Small Business Magazine). He has also been an on-air-personality for 10 years with KFNX radio, and made several appearances on AZ TV as an expert in his field. You can watch those videos on the first page!

Outside the office, the most important part of JD's life is his family. The source of his strength is his wife Eileen. JD will tell you that he is the man he always wanted to be as a result of his wife's eternal love. The other joys in his life are their 2 daughters, Tia, and Lylah. Surrounded by women, is there a better way to live life?

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. By contacting us, you may be offered information regarding the purchase of insurance products.

Complimentary Report
"10 Things to Know About Retirement Income”
Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

Who We Are
JD Dorfman Financial Retirement Agent

We are dedicated to running a business by always servicing clients with the Golden Rule: Treat others the way you would want to be treated.

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Educational Seminars

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. When you have financial concerns, we want to help you address them.

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Our Financial Strategies

We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies.

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*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.