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Our Planning Philosophy The Holistic Approach Educational Events

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?

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Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?