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The Holistic Approach Our Planning Philosophy Financial Planning

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 we are fiduciary advisors located in Avon and Fremont Ohio that help American families like yours by simplifying and educating on comprehensive financial planning strategies.

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:

Investments 

Insurance

Tax planning & preparation

Social Security strategies

Medicare

Estate planning

Our goal is to help protect and grow your assets and save you money on taxes now and into the future. For a complimentary consultation just choose a time, or call now at (440) 934-9181.

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The Bucket Plan Philosophy

A strategic, structured approach to bucketing assets for today’s financial dangers and challenges.

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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!


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Helpful Content

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.