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…