The JL Smith Group provides a broad array of capabilities, solutions and products offered through a comprehensive planning approach. We focus on what matters and build solutions with one thing in mind: the needs of our client. As a result, investors achieve more results-oriented solutions and more complete advisor relationships. To meet the need, we offer a comprehensive, holistic approach, including:
- Investment Advisory Solutions
- Comprehensive Tax Advising and Preparation
- Family Estate Planning
- Complete Insurance Services
- Comprehensive Financial Planning
- Retirement Income Strategies
At the JL Smith Group, we employ proven systems to ensure consistency of service, quality of support and constant improvement. We’ve developed our systems through years of industry experience, innovation and steady feedback from the advisors and clients we serve.