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Financial Planning & Advisory Services

Financial Planning & Advisory Services

First and foremost, our team of advisors at The JL Smith Group leads with the development of a financial plan, not blanket product selection or investment recommendations. We help our clients identify and answer critical questions, such as:

  • How do I avoid running out of money in retirement?
  • How can I reduce the effects of market volatility on my retirement?
  • How can I minimize the tax burden on my investments?
  • How do I provide for my spouse or loved ones after my passing?
  • How can I fund my grandchild’s college, gift to charity, and similar?

Often times, financial professionals operate in silos without a full picture of your financial needs, goals and resources. By taking the holistic approach, we look at all angles and are able to analyze and advise on your entire financial situation. This way, we can help maximize income throughout retirement by also controlling taxes, fees and risk in our recommendations.

Click here to learn more about our holistic planning process.