Fiduciary + Employee Benefits

Noun: fi·​du·​cia·​ry |  \ fə-ˈdü-shē-ˌer-ē   , -shə-rē, -ˈdyü-, fī-\

Involving trust, one who obligates themselves to act on behalf of another and assumes a duty to act in good faith and with care, candor and loyalty in fulfilling the obligation: one (as an agent) having a fiduciary duty to another.

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Welcome to J Donovan Financial

Real Communication, Transparency, Planning and Action. At J Donovan Financial we practice our past Fiduciary obligation- to act in the client’s best interest, as a previous FINRA SIPC Registered Investment Advisory and carry it over to the benefits marketplace. Fact is Most Agents will act as if they are a buyers agent, but get paid as sellers agent.

As an Employer your employee benefits are a top 3 P&L Expense. Do you have a financial plan to handle your renewals year by year? If you’re strategy has been wait until 45 days out and deal with what you’ve been given, It’s time for a new plan…

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We’re here for you!

"92% of employees indicated that benefits are important to their overall job satisfaction."

"Approximately half of employees don't understand employee benefit materials."

"Over 50% of employees say they can’t access their benefits in the way they prefer."

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Our Process Learn more
Our History Learn more
Our Values Learn more
Our Resources Learn more

2019 Annual Health Benefits Survey

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Section 125 Plan

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HR Compliance - Families First Coronavirus Response Act

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Benefit Plans Tax Considerations

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"92% of employees indicated that benefits are important to their overall job satisfaction."

We're Here For You

"Approximately half of employees don't understand employee benefit materials."

We're Here For You

"Over 50% of employees say they can’t access their benefits in the way they prefer."