Broker Check
Call (440) 934-9181
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

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?