Broker Check
Call (440) 934-9181
Top Tax Strategies for 2019 Financial Planning The Holistic Approach Our Planning Philosophy

The Value of a Holistic Advisor

A holistic advisor is a comprehensive advisor that looks at the big financial picture and provides advice that takes all areas of planning into consideration. Watch the video below to learn more!

Your retirement. Your way.

Bringing holistic financial planning services to families at or near retirement.

The road leading to your financial independence in retirement can be a bumpy one. Proper navigation is critical to reaching your ultimate destination – a secure and well-coordinated retirement.

At The JL Smith Group, our team takes the holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique retirement goals by coordinating all critical areas of your financial life, including:

Click here to learn more about The JL Smith Group. For a complimentary consultation contact us or call now at (440) 934-9181.

White Paper Download

With uncertain markets, low interest rates & increased volatility, where can retirees invest today?

Download White Paper

Helpful Content

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.